$10.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
23 yrs Firm Age
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- Custodian
- Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-26-2002
- Office Locations
- 1
Office Locations
2655 First Street, Suite 250 Simi Valley CA
About THE Independent Financial Group
The Independent Financial Group provides goal-based financial planning and wealth management focused on aligning resources to client values and long-term goals. Serves retail investors including retirees and business owners, using asset allocation and risk management with mutual funds and ETFs. Uses Envestnet and MoneyGuide for planning and portfolio workflows.
Team overview
79 AVG AGE
$10.8M AVG AUM / ADVISOR
$675.7K AVG AUM / CLIENT
23.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES MARION LORENZEN
Owner
- CRD
- #2106875
- 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 | $0 | -- |
| Non-Discretionary | $10,810,545 | -- |
| Total | $10,810,545 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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