Investment adviser · CRD 109404
INDEPENDENT FINANCIAL ADVISORS LLC
Investment adviser filing (IA)
RIVERSIDE, CA, United States · Form ADV filed Apr 11, 2012
- Regulatory AUM
- $78.4M Form ADV · Item 5.F
- Client accounts
- 266 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 11, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5995 BROCKTON AVENUE, SUITE BRIVERSIDE, CA, 92506-1867, United States
CRD 109404
Filing source
Form ADV 639598 · Apr 11, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.