INDEPENDENT FINANCIAL ADVISORS LLC

RIVERSIDE, California·4 registered advisors·CRD# 109404

SEC# 801-57326951-328-0894

01

Firm Overview

AUM

$78M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at INDEPENDENT FINANCIAL ADVISORS LLC

4 registered advisors

James Daley Roorda

RIVERSIDE, California

James Raymond Valmonte

RIVERSIDE, California

Richard Douglas Piquet

RIVERSIDE, California

Robert M. Bessee

RIVERSIDE, California

05

Office Locations

RIVERSIDE, California

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Data sourced from SEC Form ADV filings. INDEPENDENT FINANCIAL ADVISORS LLC (CRD# 109404) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.