INDEPENDENT FINANCIAL SERVICES

INDEPENDENT FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 151506). Regulatory assets under management: $1.4M.

Registration

• CRD: 151506
• Type: Registered investment adviser
• Phone: 517-223-9578
• Latest filing: 2026-03-30
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 2
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151506 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search