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 $9,761,355,350 assets under management, offering retirement planning & investment advisory services to 37391 clients. The firm is staffed with 267 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125112
SEC#	801-69511
Assets Managed by Firm	$9,761,355,350
No. of Clients	37391
No. of Advisors	267

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (NON-DISCRETIONARY INVESTMENT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	37391	$9,761,355,350
Individuals (other than high net worth individuals)	27168	$2,638,851,088
High net worth individuals	8816	$3,964,222,354
Pension and profit sharing plans	803	$2,707,581,506
Charitable organizations	105	$40,242,081
Corporations or other businesses	499	$410,458,321

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RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

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