The Independent Financial Group

The Independent Financial Group (CRD# 122910) is a financial advisory firm headquartered in Simi Valley, CA. They manage $10,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,666,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Independent Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
James M. Lorenzen
CRD#: 2106875
2655 First Street, Suite 250, Simi Valley, CA 93065

James Lorenzen (CRD# 2106875) is an Investment Advisor Representative working at The Independent Financial Group in Simi Valley, CA and has over 33 years of experience in the finance industry.

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