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Independence Wealth Group

Independence Wealth Group. CRD 170897

I

CRD: 170897

Independence Wealth Group

SAN Antonio, TX
9565439644
www.investiwg.com
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
HarborCatalyst zenith +more
Established Date
09-08-2014
Office Locations
2

Office Locations

2101 Lockhill Selma, Suite 2107 SAN Antonio TX
-- SAN Antonio TX

About Independence Wealth Group

Independence Wealth Group is a San Antonio RIA providing comprehensive financial planning plus active investment recommendations for retirement accounts (401(k) rollovers, IRAs and business plans), alongside insurance solutions including life, health (when needed) and annuities. Clients get a dedicated planner, annual reviews and 24/7 access to an online dashboard via MoneyGuidePro. Reported portfolios lean heavily on ETFs; custody includes Interactive Brokers.

Team overview

42 AVG AGE
$1.6M AVG AUM / ADVISOR
$86.3K AVG AUM / CLIENT
10.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Wave Peak Glacier horizon North Insight ridge

Custodian

Optima Vector signal Value prime Glacier peak Momentum Signal Insight vital

Investment Themes

Frontier Foundation Eagle

Investment Vehicles

Crest ridge

Platform

Glacier unison

Services

Atlas Alpha Unison oak Alpha momentum Timber matrix Value insight Element oak Alpha radial

Technology

Momentum prime Foundation legacy Wave summit Unison ridge

Owner & Executives

G

GEORGE ALBERT HINOJOSA

Advisor, Owner

CRD
#6074298
Ownership
75% or more
(371) 581-5402
harbor.bridge@insightcapital.com
in linkedin.com/in/catalyst-delta

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Contacts

J

JOHN KEVIN CHAN

Principal

CRD
#6170101
(411) 390-2147
beacon.eagle@northcapital.com
in linkedin.com/in/unison-optima
R

RAPHAEL PETER VEGA

--

CRD
#1936901
(359) 333-5744
element.matrix@vectorcapital.com
in linkedin.com/in/bridge-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,660,000 --
Non-Discretionary $0 --
Total $4,660,000 --

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Separately Managed Accounts

Total SMA Asset: $4,660,000

$4.7M Total SMA
Equity - Exchange:
13.9%
Cash:
22.3%
Municipal Bonds:
31.0%
U.S. Government/Agency:
32.8%
Asset class Assets Assets %
Equity - Exchange $42,194,589 13.9%
Cash $67,693,477 22.3%
Municipal Bonds $94,103,040 31.0%
U.S. Government/Agency $99,567,089 32.8%
Total $303,558,195 100.0%

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