The INDEPENDENT FINANCIAL GROUP is a privately held investment adviser that advises $12.93Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. INDEPENDENT FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 118.37% over the last 5-years.
The Group has been registered with the SEC for 22.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 12671 HIGH BLUFF DR SUITE 200, SAN DIEGO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 624 employees comprised of 476 investment and 148 non-investment staff. The total number of Employees increased by 16.2% over the last 5-years.
Their $12.93Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 739 other accounts. Assets of Individuals clients own $7.12Bn or 55.11% of Total Assets and High Net Worth Individuals own $5.16Bn or 39.94% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
INDEPENDENT FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.