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Wealth Manager • Morehead City, United States

Independent Financial Solutions Group

Independent Financial Solutions Group is a wealth manager based in Morehead City, United States, founded in 2009. Verified contact details, AUM data, and investment preferences on FindLPs.

2009
Year Founded
Wealth Manager
Investor Type
Morehead City, United States
Headquarters
About

Independent Financial Solutions Group

Independent Financial Solutions Group is a wealth manager based in Morehead City, US. Founded in 2009.

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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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.