INDEPENDENT FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$12,925,435,801
Discretionary
$12,720,534,544
Non-discretionary
$204,901,257
Firm details
- CRD number
- 7717
- SEC file number
- 801-62667
- Main office
- SAN DIEGO, CA, United States
- Employees
- 624
- SEC status
- Approved
- Website
- HTTPS://WWW.IFGSD.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions Performance-based
As of October 2026.