|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Independent Financial Group LLC
✚
|
|
|---|---|
| CRD # | 7717 |
| SEC # | 801-62667 |
| CIK # | |
| AUM | $11.3 B (2025-03-31) |
| Employees | 622 (78% Investors, 84% Brokers) |
| Phone | 858-436-3180 |
| Address | 12671 High Bluff Dr San Diego, CA 92130 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42,018 | 8.0 |
| (b) Individuals (high net worth individuals) | 1,190 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 529 | 0.3 |
| (h) Charitable organizations | 88 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 220 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 44,046 | 11.3 |
| By Discretionary | ||
| Discretionary | 29,879 | 8.3 |
| Non-Discretionary | 14,167 | 3.0 |
| Total | 44,046 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 44,046 | 11.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 11.6 |
|
Sapient Capital LLC
✚
|
IN | 11.4 |
|
Capital Wealth Planning LLC
✚
|
FL | 11.4 |
|
Cooke & Bieler LP
✚
|
PA | 11.4 |
|
QRG Capital Management Inc
✚
|
IL | 11.4 |
|
State Farm Investment Management Corp
✚
|
IL | 11.3 |
|
Jensen Investment Management Inc
✚
|
OR | 11.2 |
|
Mercury Advisory LLC
✚
|
CA | 11.1 |
|
Greenhaven Associates Inc
✚
|
NY | 10.9 |
|
Everett Harris & Co
✚
|
CA | 10.9 |