Independent Financial Partners

RIASEC RegisteredEst. 2008
Total AUM
$16.3B
Discretionary
$11.6B
71% of AUM
Avg account
$301K
Accounts
54,154
Employees
328
Advisory reps
323

Firm details

Headquarters
Tampa, Florida
CRD number
125112
Registered since
September 19, 2008
Website
ifpartners.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI51.31%
  • Pension & Profit Sharing Plans23.12%
  • Individuals21.44%
  • Corporations / Businesses3.78%
  • Charitable Organizations0.36%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Independent Financial Partners is an SEC-registered limited liability company that operates as an insurance broker‑dealer and serves both individual/family and institutional clients. The firm, registered since 2008, functions as a capital allocator and offers a mix of fee arrangements including percentage of AUM, hourly, fixed fees and other structures. Its stated advisory activities cover financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services and client education through seminars and workshops. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 31%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Other 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 26
  • Christopher Karam

    Christopher Karam

    Managing Partner and Chief Investment OfficerCRD 3130298

  • John Carroll

    John Carroll

    CEO & Wealth AdvisorCRD 4515569

  • Jody Henley

    Jody Henley

    COOCRD 5836861

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Contacts

3 of 297
  • Steven Radonich

    Steven Radonich

    PresidentCRD 4608029

  • Melissa James

    AdvisorCRD 5895054

  • Brady Lollman

    Brady Lollman

    Financial AdvisorCRD 7732431

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,975

Active vs passive

$3.5B in ETFs

Passive

70%

$2.5B

Active

22%

$1B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$57.7M88,7601.65%
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Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
3030 N Rocky Point Dr W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth