1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INDEPENDENT FINANCIAL ADVISORS LLC

Map pinRIVERSIDE, CA
Phone951-328-0894
NotebookSEC #801-57326
Total AUM
$78.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5995 BROCKTON AVENUE, SUITE B
RIVERSIDE
CA 92506-1867
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
951-328-0894

ReceiptFinancials

Total AUM
$78.4M
Accounts
266
Discretionary
$69.3M
Accounts
206
Non-Discretionary
$9.2M
Accounts
60

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account