I
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2010
- Office Locations
- 1
Office Locations
-- Fowlerville MI
About Independent Financial Services
Independent Financial Services is a Fowlerville-based RIA. The firm has been operating for 16 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
68 AVG AGE
$1.4M AVG AUM / ADVISOR
$52.6K AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALLEN JON ROMAIN
--
- CRD
- #1041702
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,418,855 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,418,855 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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