INDEPENDENT FINANCIAL GROUP, LLC
SEC file number 801-62667
· SAN DIEGO, CA
https://independent.co.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$6.75B
Discretionary AUM
$5.74B
Employees
626
Clients
270
Firm
- Address
- 12671 HIGH BLUFF DR
SAN DIEGO, CA 92130 - Phone
- —
- Website
- https://independent.co.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
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Ardent Financial Fund VI, LP · D/A · Sep 8, 2026$700M
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IMA Financial Group, Inc. · D · May 12, 2026$4.1M
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IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
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IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
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IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
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Ardent Financial Fund VI, LP · D · Sep 8, 2025$700M