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| Independent Financial Group LLC
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|---|---|
| CRD # | 7717 |
| SEC # | 801-62667 |
| CIK # | 0000275484 |
| AUM | 12.93 B (2026-03-17) |
| Employees | 624 (76% Investors, 82% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-436-3180 |
| Address | 12671 High Bluff Dr San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.1 | ||
| Micron Technology Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,458 | 7.1 |
| (b) Individuals (high net worth individuals) | 2,438 | 5.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 347 | 0.2 |
| (h) Charitable organizations | 85 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 307 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 54,951 | 12.9 |
| By Discretionary | ||
| Discretionary | 54,510 | 12.7 |
| Non-Discretionary | 441 | 0.2 |
| Total | 54,951 | 12.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.9 | |
| Total | 54,951 | 12.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000275484] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 301 |
| Serves | Institutional, Retail |
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