LP Profile

Independent Financial Group

Also known as independent financial

Wealth ManagerSan Diego, United StatesFounded 2003
San Diego
Headquarters
Investment Focus

About Independent Financial Group

Join Independent Financial Group - your community-focused Independent Broker-Dealer & Registered Investment Advisor. Find your place with us.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Independent Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$12.9B
Total Clients
54,951
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Independent Financial Group?

Independent Financial Group is a wealth manager based in San Diego, United States.

Where is Independent Financial Group headquartered?

Independent Financial Group is headquartered in San Diego, United States.

When was Independent Financial Group founded?

Independent Financial Group was founded in 2003.

How can I contact Independent Financial Group?

Verified contact details, key decision-makers, and investment preferences for Independent Financial Group are available on LPbacked. Create a free account to access them.