Key facts
- INDEPENDENT FINANCIAL GROUP, LLC is a other based in SAN DIEGO, CA.
- INDEPENDENT FINANCIAL GROUP, LLC reports $38.5M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 7717- Regulatory AUM
- $38.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 624
- Registered office
- SAN DIEGO, CA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for INDEPENDENT FINANCIAL GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is INDEPENDENT FINANCIAL GROUP, LLC's AUM?
- INDEPENDENT FINANCIAL GROUP, LLC manages approximately $38.5M in assets.