THE INDEPENDENT FINANCIAL GROUP

THE INDEPENDENT FINANCIAL GROUP of SIMI VALLEY, CA is an SEC-registered investment adviser (CRD 122910). Regulatory assets under management: $10.8M.

Registration

• CRD: 122910
• Type: Registered investment adviser
• Location: 2655 FIRST STREET, SIMI VALLEY, CA, 93065
• Phone: (805) 265-5416
• Latest filing: 2026-03-13
• Regulatory AUM: $10.8M
• Non-discretionary AUM: $10.8M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122910 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search