Michael
Hyat

Independent Financial Group, LLC

CRD#1774463
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Hyat is a certified financial planner in San Diego, California. Currently a registered financial advisor at Independent Financial Group, LLC, they have gathered an impressive 29 years of experience in the financial advisory industry. Hyat maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hyat can work with clients in California. The advisor has gained experience at Independent Financial Group, LLC, Independent Financial Group, Inc and Hyat Financial Services. Independent Financial Group, LLC is headquartered in San Diego, California, and has 364 locations in the nation. As a company, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 client accounts and retains more than 680 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 10,271 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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

29 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

12730 High Bluff Drive Suite 120
San Diego, CA 92130

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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

Michael Hyat Work History

Michael has 29 years of experience.

2004 - Present (15 years)

Independent Financial Group, LLC

2004 - Present (15 years)

Independent Financial Group, Inc

1989 - Present (30 years)

Hyat Financial Services

Disclosures

Michael Hyat has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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