Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 23
Average Client Assets: $4.6 million
Frequently Asked Questions
INDEPENDENT FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125758), INDEPENDENT FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
INDEPENDENT FINANCIAL ADVISORS serves 23 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, INDEPENDENT FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
INDEPENDENT FINANCIAL ADVISORS manages $110 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, INDEPENDENT FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.64%
Average Client Assets: $4.6 million
Total Client Accounts: 149
Non-Discretionary Accounts: 149
Regulatory Filings
CRD Number: 125758
Filing ID: 1925717
Last Filing Date: 2025-02-13 09:26:00