| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Dennen | Cco Brokerage & Advisory | Under 5% | 2024 |
| David Allen Fischer Control | Managing Director | Under 5% | 2005 |
| Independent Financial Group, Inc. Control | Owner | Over 75% | 2003 |
Independent Financial Group, LLC reports $11.3 billion in regulatory assets under management on its Form ADV.
Independent Financial Group, LLC reports 622 employees.
Independent Financial Group, LLC is based in San Diego, CA and has been SEC-registered since 2004.
Independent Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12671 High Bluff Dr, Suite 200, San Diego, CA 92130 |
| Phone | 858-436-3180 |
| Fax | 858-481-9033 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $8.31B |
| Non-discretionary | $3.02B |
| Total (RAUM) | $11.32B |