Independent Financial Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Independent Financial Group LLC
CRD #7717
SEC #801-62667
CIK #
AUM $3.7 BB (68% Disc, 100% US, 2020-03-26)
Employees673 (60% Investors, 88% Brokers)
Phone858-436-3180
Address12671 High Bluff Dr
San Diego, CA 92130
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02004200920152021
Comparable Firms State AUM ($BB)
Cadaret Grant & Co Inc
NY 3.8
AFS Advisors LLC
GA 3.8
M&I Brokerage Services Inc
WI 3.8
Federal Street Advisors Inc
MA 3.8
Petra Capital Management LLC
NY 3.8
ACR Alpine Capital Research LLC
MO 3.7
Global Alpha Capital Management Ltd
3.7
Linscomb & Williams Inc
TX 3.7
Sovereign Financial Services Inc
CO 3.6
Lourd Capital LLC
CA 3.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com