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).
Current Firm Details
The Independent Financial Group
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts6ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at The Independent Financial Group
1
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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