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INDEPENDENT FINANCIAL GROUP, LLC
CRD 7717 · SEC 801-62667
12671 HIGH BLUFF DR, SUITE 200, SAN DIEGO, CA, 92130, United States
Phone
858-436-3180
Fax
858-481-9033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.93B
Discretionary AUM
$12.72B
Team
624 total employees; 476 advisory reps; 301 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23458 | $7.12B |
| High net worth individuals | 2438 | $5.16B |
| Pension/profit sharing plans | 347 | $247.8M |
| Charitable organizations | 85 | $71.0M |
| Corporations/business entities | 307 | $321.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD