Independent Financial Group, LLC
Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $6,750,889,024 in 30,369 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management6,751MILLION
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Daniel Mann (CRD# 4592568) is an Investment Advisor Representative working at Independent Financial Group, LLC in Henderson, NV and has over 12 years of experience in the finance industry.
Maximilian Mann (CRD# 6871746) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 6 years of experience in the finance industry.
Michael Martin (CRD# 2723586) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rice Lake, WI and has over 28 years of experience in the finance industry.
Kristin Mata (CRD# 5223095) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Bryan Mazza (CRD# 2292942) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mercer Island, WA and has over 31 years of experience in the finance industry.
Edwin McClure (CRD# 2392527) is an Investment Advisor Representative working at Independent Financial Group, LLC in Carlsbad, CA and has over 30 years of experience in the finance industry.
David McCord (CRD# 2161481) is an Investment Advisor Representative working at Independent Financial Group, LLC in Dallas, TX and has over 30 years of experience in the finance industry.
James McCourt (CRD# 5693141) is an Investment Advisor Representative working at Independent Financial Group, LLC in Delafield, WI and has over 13 years of experience in the finance industry.
Douglas McCowen (CRD# 1066218) is an Investment Advisor Representative working at Independent Financial Group, LLC in Trabuco Canyon, CA and has over 27 years of experience in the finance industry.
Jim McElravy (CRD# 4540744) is an Investment Advisor Representative working at Independent Financial Group, LLC in Granite Bay, CA and has over 21 years of experience in the finance industry.