SEC Form ADV

INDEPENDENT FINANCIAL GROUP, LLC

Registered Investment AdviserCA
$12.9B
Assets Under Management
301
Total Clients
624
Employees
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Registration Details

Accession
crd-7717
Location
SAN DIEGO, CA
Filing Date
September 29, 2026
AUM
$12.9B
Total Clients
301
Institutional Clients
432
Employees
624
Amendment
No

Client Types

IndividualsHNW IndividualsBanksPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

About this Adviser

INDEPENDENT FINANCIAL GROUP, LLC is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $12.9B in assets across 301 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.