Independence Wealth Group

Independence Wealth Group (CRD# 170897) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2101 Lockhill Selma, Suite 2107, San Antonio, TX 78213
http://www.investiwg.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $27,273
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Independence Wealth Group
Showing 1 - 3 of 3 top financial advisors.
1
John Chan, financial advisor San Antonio TX
John K. Chan
CRD#: 6170101
2101 Lockhill Selma, Suite 2107, San Antonio, TX 78213

John Chan (CRD# 6170101) is an Investment Advisor Representative working at Independence Wealth Group in San Antonio, TX and has 1 year of experience in the finance industry.

2
George Hinojosa, financial advisor San Antonio TX
George A. Hinojosa
CRD#: 6074298
2101 Lockhill Selma, Suite 2107, San Antonio, TX 78213

George Hinojosa (CRD# 6074298) is an Investment Advisor Representative working at Independence Wealth Group in San Antonio, TX and has over 11 years of experience in the finance industry.

3
Raphael Vega, financial advisor San Antonio TX
Raphael P. Vega
CRD#: 1936901
2101 Lockhill Selma, Suite 2107, San Antonio, TX 78213

Raphael Vega (CRD# 1936901) is an Investment Advisor Representative working at Independence Wealth Group in San Antonio, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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