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Wealth Manager • San Diego, United States

Independent Financial Group

Independent Financial Group is a wealth manager based in San Diego, United States, founded in 2003. Verified contact details, AUM data, and investment preferences on FindLPs.

2003
Year Founded
Wealth Manager
Investor Type
San Diego, United States
Headquarters
About

Independent Financial Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.