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Independent Financial Group
Independent Financial Group is an SEC-registered investment adviser in San Diego, CA, registered since 2004. The firm manages $12.9 billion in assets, with...
Independent Financial Group
Independent Financial Group is an SEC-registered investment adviser in San Diego, CA, registered since 2004. The firm manages $12.9 billion in assets, with $12.7 billion on a discretionary basis. It has 624 employees and 476 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
San Diego
Corporate office
San Diego, California, United States
Frequently asked questions
Who controls Independent Financial Group, and is it backed by private equity?
Ownership details for Independent Financial Group are not publicly disclosed. Many independent broker-dealers in the United States have attracted private equity investment over the past decade, but no specific transaction involving IFG has been identified in the public record. The firm's ownership structure remains a closely held matter.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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