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Independent Financial Group
San Diego, California, United Statesifgsd.com ↗
- Ownership
- Private
- Employees
- ~70
- Development stage
- Other
01
Overview
Independent Financial Group is a privately owned independent broker-dealer and registered investment advisor headquartered in San Diego, California. Founded in 2003, the firm provides financial planning and investment advisory services through a network of independent advisor representatives. It offers a broad range of products including stocks, bonds, mutual funds, ETFs, annuities, and insurance solutions to individuals (both high-net-worth and non-high-net-worth), businesses, charities, and corporate pension plans. The company is recognized for its advisor-focused culture and commitment to personalized service[1][4][5].
- Industry
- Consulting
02
Partnerships
Pershing LLC (custodial services)TD Ameritrade Institutional (custodial services)Charles Schwab (custodial services)[4]
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