Independent Financial Group, LLC
|
Independent Financial Group, LLC is a broker-dealer with 494 financial professionals registered nationwide. The firm's primary clients are Individuals, High Net Worth Individuals and Pension and Profit Sharing Plans.
|
Advisors (494)
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing.
Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not
updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please
contact the firm directly to determine the employment status of the advisors listed above.
Firm Assets Under Management
$109.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
Ownership
-
Independent Financial Group, Inc
(75% or more)
-
Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
Affiliated Investment Advisors and Broker Dealers
Principal Office & Place of Business
| Other Offices Address |
City |
State |
Zip |
| 9900 SW Wilshire St #150 |
Portland |
OR |
97225 |
| 105 S Main |
Hillsboro |
CA |
67063 |
| 1352 Ammon |
Pocatello |
ID |
83201 |
| 14259 Danielson St |
Poway |
CA |
92064 |
| 2525 NE Expressway, Ste 608A |
Oklahoma City |
OK |
73112 |
| 915 W Imperial Hwy, Ste 160 |
Brea |
CA |
92821 |
| 15048 Shamrock Ridge Rd |
Silverspring |
MD |
20906 |
| 1000 Town Centre Dr Ste 300 |
Oxnard |
CA |
93036 |
| 13900 Marquesas Way, Ste 4109 |
Marina del Rey |
CA |
90292 |
| 1541 The Alameda |
San Jose |
CA |
95126 |
| 3433 State St #C |
Santa Barbara |
CA |
93105 |
| 103 Marty Dr, Ste 101 |
Buffalo |
MN |
55313 |
| 6446 Fairway Ave SE, Ste 110 |
Salem |
OR |
97306 |
| 401 Hamilton Rd, Ste 114 |
Bossier City |
LA |
71111 |
| 12019 SW 60th Ave |
Portland |
OR |
97219 |
| 5824 Cold Water Dr |
Castro Valley |
CA |
94552 |
| 4000 Kruseway Pl, Ste 255 |
Lake Oswego |
OR |
97035 |
| 1014 S Pacific Coast Hwy, Ste 108 |
Redondo Beach |
CA |
90277 |
| 2567 Hughes Rd |
Dickinson |
TX |
77539 |
| 5850 Canoga Ave, Ste 400 |
Woodland Hills |
CA |
91367 |
| 12855 SW Morningstar Dr |
Portland |
OR |
97223 |
| 9423 W Caribou Rd |
Pocatello |
ID |
83204 |
| 531 Encinitas Blvd, Ste 200 |
Encinitas |
CA |
92024 |
| 435 N Oakhurst, Ste 701 |
Beverly Hills |
CA |
90210 |
| 3831 Tennyson St |
San Diego |
CA |
92107 |
| 15145 Woodlawn Ave, Ste 100 |
Tustin |
CA |
92780 |
| 2620 Butte St |
Pocatello |
ID |
83201 |
| 2000 Oak St, Ste 150 |
Bakerfield |
CA |
93301 |
| 451 W Bonita Ave, Ste 5 |
San Dimas |
CA |
91773 |
| 103 E Holly, Ste 414 |
Bellingham |
WA |
98225 |
| 1949 Lytham Ct |
Atlanta |
GA |
30338 |
| 2224 Seneca St |
Kingman |
AZ |
86401 |
| 8880 Rio San Diego Dr, Ste 1098 |
San Diego |
CA |
92124 |
| 1892 Arriba Dr |
Monterey Park |
CA |
91754 |
| 515 Pine St, Ste A |
Sandpoint |
ID |
83864 |
| 25 S Arizona Pl, Ste 310 |
Chandler |
AZ |
85225 |
| 10636 Scripps Summit Ct #120 |
San Diego |
CA |
92131 |
| 24001 Andrew Blvd |
Brownstown |
MI |
48134 |
| 1755 Park St #200 |
Naperville |
IL |
60563 |
| 2845 Catron St #4 |
Bozeman |
MT |
59718 |
| 1777 Borel Pl #415 |
San Mateo |
CA |
94402 |
| 1833 Centre Point Cir, Ste 135 |
Naperville |
IL |
60563 |
| 1150 Crater Lake Ave, Ste K |
Medford |
OR |
97504 |
| 105 S Andover Rd, Ste B |
Andover |
KS |
67002 |
| 12400 Wilshire Blvd, Ste 1100 |
Los Angeles |
CA |
90025 |
| 1407 Main St |
Hays |
KS |
67601 |
| 1051 NE 6th St, Ste 1A |
Grants Pass |
OR |
97526 |
| 888 16th St NW #800 |
Washington |
DC |
20006 |
| 115 W Main St, Ste 210 |
W Dundee |
IL |
60118 |
| 1801 Robert Fulton Dr, Ste 350 |
Reston |
VA |
20191 |
| 340 Oswego Pointe Dr #204 |
Lake Oswego |
OR |
97034 |
| 12125 Woodcrest Ex Dr, Ste 200 |
St Louis |
MO |
63141 |
| 5138 Angeles Crest Hwy |
La Canada |
CA |
91011 |
| 31681 Camino Capistrano #103 |
San Juan Capistrano |
CA |
92675 |
| 5075 Shoreham Pl #200 |
San Diego |
CA |
92122 |
| 11440 W Rancho Bernardo Ct #300 |
San Diego |
CA |
92127 |
| 5151 N Palm Ave, Ste 30 |
Fresno |
CA |
93704 |
| 864 Harvard St #A |
Santa Monica |
CA |
90403 |
| 40 Lake Bellevue Dr #100 |
Bellevue |
WA |
98005 |
| 1507 172nd St NE #201 |
Marysville |
WA |
98271 |
| 8580 La Mesa Blvd #104 |
La Mesa |
CA |
91941 |
| 6079 N Fresno St, Ste 102 |
Fresno |
CA |
93710 |
| 9700 Business Park Dr #204 |
Sacramento |
CA |
95827 |
| 9330 Scranton Rd #270 |
San Diego |
CA |
92121 |
| 332 San Juan Dr |
Salinas |
CA |
93901 |
| 453 Hwy 33 #6 |
Millstone Township |
NJ |
08535 |
| 1420 Fifth Ave |
Seattle |
WA |
98101 |
| 44-672 Monterey Ave |
Palm Desert |
CA |
92260 |
Firm Compensation Arrangements
Types of Compensation Arrangements
-
Percentage of Assets
-
Hourly Charges
-
Fixed Fees
-
Commissions
