INDEPENDENT FINANCIAL ADVISORS LLC
CRD #109404 SEC #801-57326 RIVERSIDE, CA 951-328-0894
SEC Registered
Total AUM
$78.4M
Discretionary
$69.3M
Employees
1
Clients
1
Accounts
266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $78.4M | $69.3M | $9.2M | 1 | 109 |
| Apr 2012 | $78.4M | $69.3M | $9.2M | 1 | 109 |
| Apr 2012 | $78.4M | $69.3M | $9.2M | 1 | 109 |
| Mar 2012 | $78.4M | $69.3M | $9.2M | 1 | 109 |
| Feb 2012 | $78.4M | $69.3M | $9.2M | 1 | 109 |
| Feb 2012 | $78.4M | $69.3M | $9.2M | 1 | 109 |
| Jul 2011 | $97.1M | $76.6M | $20.4M | 5 | -- |
| Jun 2011 | $97.1M | $76.6M | $20.4M | 5 | -- |
| Mar 2011 | $97.1M | $76.6M | $20.4M | 5 | -- |
| Jan 2011 | $76.1M | $76.1M | $0 | 5 | -- |
| Nov 2010 | $76.1M | $76.1M | $0 | 10 | -- |
| Feb 2007 | $79.4M | $78M | $1.5M | 10 | -- |
| Feb 2006 | $54.3M | $53M | $1.4M | 10 | -- |
| Dec 2005 | $42.8M | $42.8M | $0 | 10 | -- |
| Dec 2005 | $42.8M | $42.8M | $0 | 10 | -- |
| Oct 2005 | $42.8M | $42.8M | $0 | 10 | -- |
| Sep 2005 | $42.8M | $42.8M | $0 | 10 | -- |
| Sep 2005 | $42.8M | $42.8M | $0 | 10 | -- |
| Sep 2005 | $42.8M | $42.8M | $0 | 10 | -- |
| Dec 2004 | $47.5M | $33.7M | $13.8M | 10 | -- |
| May 2004 | $47.5M | $33.7M | $13.8M | 10 | -- |
| Dec 2003 | $41.5M | $28.8M | $12.7M | 10 | -- |
| Apr 2002 | $43.6M | $29.1M | $14.5M | 10 | -- |
DateApr 2012
Total AUM$78.4M
Discretionary$69.3M
Non-Disc.$9.2M
Employees1
Clients109
DateApr 2012
Total AUM$78.4M
Discretionary$69.3M
Non-Disc.$9.2M
Employees1
Clients109
DateApr 2012
Total AUM$78.4M
Discretionary$69.3M
Non-Disc.$9.2M
Employees1
Clients109
DateMar 2012
Total AUM$78.4M
Discretionary$69.3M
Non-Disc.$9.2M
Employees1
Clients109
DateFeb 2012
Total AUM$78.4M
Discretionary$69.3M
Non-Disc.$9.2M
Employees1
Clients109
DateFeb 2012
Total AUM$78.4M
Discretionary$69.3M
Non-Disc.$9.2M
Employees1
Clients109
DateJul 2011
Total AUM$97.1M
Discretionary$76.6M
Non-Disc.$20.4M
Employees5
Clients--
DateJun 2011
Total AUM$97.1M
Discretionary$76.6M
Non-Disc.$20.4M
Employees5
Clients--
DateMar 2011
Total AUM$97.1M
Discretionary$76.6M
Non-Disc.$20.4M
Employees5
Clients--
DateJan 2011
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$79.4M
Discretionary$78M
Non-Disc.$1.5M
Employees10
Clients--
DateFeb 2006
Total AUM$54.3M
Discretionary$53M
Non-Disc.$1.4M
Employees10
Clients--
DateDec 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$47.5M
Discretionary$33.7M
Non-Disc.$13.8M
Employees10
Clients--
DateMay 2004
Total AUM$47.5M
Discretionary$33.7M
Non-Disc.$13.8M
Employees10
Clients--
DateDec 2003
Total AUM$41.5M
Discretionary$28.8M
Non-Disc.$12.7M
Employees10
Clients--
DateApr 2002
Total AUM$43.6M
Discretionary$29.1M
Non-Disc.$14.5M
Employees10
Clients--