Morrie
Reiff

Independent Financial Group, LLC

CRD#1317814
Investment Advisor
in San Diego, CA
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About this Advisor

Morrie Reiff is a certified financial planner in San Diego, California. Currently a registered investment advisor at Independent Financial Group, LLC, Reiff has a notable 40 years of professional experience. Reiff has a Series 63 license, designating them as a securities agent. Reiff is registered to advise clients based out of California. Over the course of their career, they have held roles at Brickman, Reiff & Associates, Planned Asset Management, LLC, Accountants Financial Alliance, Inc, Afa Financial Group, LLC, Quantitative Strategies Inc, Afa Advisor Services, LLC, Afa Insurance Services, Inc, Afa Holdings, LLC and Independent Financial Group. Independent Financial Group, LLC is located in San Diego, California, and has 364 additional offices across the country. As a registered advisory firm, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 accounts and employs more than 680 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Independent Financial Group, LLC can provide 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, Certified Financial Planner

Years of Experience

40 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

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

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

Morrie Reiff Work History

Morrie has 40 years of experience.

2010 - Present (9 years)

Independent Financial Group

2003 - Present (16 years)

Afa Insurance Services, Inc

2001 - Present (18 years)

Quantitative Strategies Inc

1985 - Present (34 years)

Planned Asset Management, LLC

1978 - Present (41 years)

Brickman, Reiff & Associates

2003 - 2010 (7 years)

Afa Financial Group, LLC

2003 - 2010 (7 years)

Afa Advisor Services, LLC

2000 - 2010 (10 years)

Afa Holdings,LLC

1999 - 2010 (11 years)

Accountants Financial Alliance, Inc

Disclosures

Morrie Reiff has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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