# INDEPENDENT FINANCIAL GROUP, INC.

INDEPENDENT FINANCIAL GROUP, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 125953
- Type: SEC-registered investment adviser
- SEC file number: 801-
- Location: 7425 MISSION VALLEY RD,, SUITE 203, SAN DIEGO, CA, 92108
- Phone: 619-209-3559
- Latest filing: 2005-08-30
- Regulatory AUM: $105.7M
- Discretionary AUM: $84.3M
- Non-discretionary AUM: $21.4M
- Clients: 11
- Accounts: 503

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| HEISING SCOTT ALLEN | CEO; PRESIDENT/CHIEF FINANCIAL OFFICER/DIRECTOR | — |
| SCHWARTZ DAVID HOWARD | EVP/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/DIRECTOR | — |
| MOLLOY ARTHUR EUGENE | DIRECTOR; OWNER; PRESIDENT | — |
| KRAMEDJIAN SIMON SUZMED | OWNER | — |
| WURTZLER JAY ALAN | OWNER | — |
| MILLER JOE HENRY | EXEC VP/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125953/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125953/similar
- Related entities: https://search.stillhousedata.com/firm/125953/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125953

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.