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

Building 2INDEPENDENT FINANCIAL PARTNERS

Map pinTAMPA, FL
Phone813-341-0960
NotebookSEC #801-69511
Total AUM
$16.3B
Employees
328
Clients
54,154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3030 NORTH ROCKY POINT DRIVE WEST
SUITE 700
TAMPA
FL 33607
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
813-341-0960
Other Offices
171

ReceiptFinancials

Total AUM
$16.3B
Accounts
54,154
Discretionary
$11.6B
Accounts
46,538
Non-Discretionary
$4.7B
Accounts
7,616

ContactClients

View more in analytics →

Individual Clients
34,349
AUM
$3.5B
HNW Individual Clients
18,190
AUM
$8.4B
Pension/Profit Sharing Plan Clients
780
AUM
$3.8B
Charitable Organization Clients
128
AUM
$58.6M
Corporation or Business Clients
707
AUM
$615.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
NON-DISCRETIONARY INVESTMENT ADVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account