Zoe
Ng

Independent Financial Group, LLC

CRD#4497181
Investment Advisor
in San Diego, CA
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About this Advisor

Zoe Ng is an advisor in San Diego, California. Currently a registered advisor with Independent Financial Group, LLC, Ng has 13 years of experience as a registered investment advisor. Ng has Series 63 and Series 66 licenses, designating them as a securities agent. Ng is registered to work with clients based out of California. Ng has worked their whole career at Independent Financial Group, LLC. Independent Financial Group, LLC is based out of San Diego, California, and operates out of 364 other locations in the United States. Overall, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 client accounts and employs more than 680 people. The firm's total assets under management makes it one of the largest investment advisory 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 advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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, Series 66

Years of Experience

13 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

No

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

Zoe Ng Work History

Zoe has 13 years of experience.

2005 - Present (14 years)

Independent Financial Group, LLC

Disclosures

Zoe Ng has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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