INDEPENDENT FINANCIAL PARTNERS

3030 North Rocky Point Drive West
Suite 700
Tampa, Florida 33607
Tel: 813-341-0960

About INDEPENDENT FINANCIAL PARTNERS

INDEPENDENT FINANCIAL PARTNERS, formally registered with the SEC as INDEPENDENT FINANCIAL PARTNERS. The firm was established in 09/19/2008. They have over 156 offices throughout the country.

INDEPENDENT FINANCIAL PARTNERS is a Tampa, Florida based Financial Planning firm with nearly $8,915,756,449 assets under management, offering retirement planning & investment advisory services to 34487 clients. The firm is staffed with 273 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125112
SEC#	801-69511
Assets Managed by Firm	$8,915,756,449
No. of Clients	34487
No. of Advisors	273

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	34487	$8,915,756,449
Individuals (other than high net worth individuals)	25819	$3,314,919,150
High net worth individuals	4245	$2,385,024,143
Pension and profit sharing plans	523	$2,543,696,368
Charitable organizations	85	$27,885,796
Corporations or other businesses	1969	$644,230,992

Inquire with INDEPENDENT FINANCIAL PARTNERS

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$245,249,234,083	932793	6517
CORIENT 2 S Biscayne Blvd, Suite 3200 Miami, FL, 33131	$94,617,046,882	79738	825
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$93,207,362,818	36	535

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