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
316

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 a privately held limited liability company that has been SEC-registered since 2008. The firm acts as a capital allocator and provides advisory services to individuals, families and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars. Fee arrangements are flexible and include AUM-based charges as well as hourly and fixed-fee engagements. The firm does not identify 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
  • William Hamm

    William Hamm

    President, Chief Operating OfficerCRD 5814331

  • Jody Henley

    Jody Henley

    COOCRD 5836861

  • Andrew Keefer

    Andrew Keefer

    Partner, Chief Investment OfficerCRD 5270359

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Contacts

3 of 290
  • Peter Nunley

    Peter Nunley

    Director - Asset ManagementCRD 5678641

  • Thomas Alford

    Registered RepresentativeCRD 5698146

  • Steven Balch

    Steven Balch

    Director of Financial Planning & Wealth ManagementCRD 5720194

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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 3,850

Active vs passive

$7.8B in ETFs

Passive

71%

$5.5B

Active

22%

$2.3B

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$80M108,6391.02%
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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