Judith
Tronsrue

Independent Financial Group, LLC

CRD#1006020
Investment Advisor
in San Diego, CA
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About this Advisor

Judith Tronsrue is a certified financial planner located in San Diego, California. Currently a registered investment advisor with Independent Financial Group, LLC, Tronsrue has a notable 31 years of work experience in the financial advisory industry. Tronsrue maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Tronsrue can advise customers in California and Washington. Tronsrue has gained experience at Judith French Tronsrue, Independent Financial Group, LLC and Independent Financial Group, Inc. Independent Financial Group, LLC is based out of San Diego, California, and has 364 locations across the United States. In aggregate, Independent Financial Group, LLC manages $3 billion in assets across 11,983 client accounts and retains more than 680 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Independent Financial Group, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4660 La Jolla Village Drive #100
San Diego, CA 92122

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

CA Average: $7,578,581,321
Total Number of Employees

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Judith Tronsrue Work History

Judith has 31 years of experience.

2004 - Present (15 years)

Independent Financial Group, LLC

2004 - Present (15 years)

Independent Financial Group, Inc

1987 - Present (32 years)

Judith French Tronsrue

Disclosures

Judith Tronsrue has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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