SEC Form ADV

INDEPENDENT FINANCIAL GROUP, LLC

Registered Investment AdviserCA
$12.9B
Assets Under Management
54,951
Total Clients
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Registration Details

Accession
CRD-7717
Location
SAN DIEGO, CA
Filing Date
March 17, 2026
AUM
$12.9B
Total Clients
54,951
Amendment
No

Client Types

$10 billion - $50 billion

About this Adviser

INDEPENDENT FINANCIAL GROUP, LLC is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $12.9B in assets across 54,951 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.