Cause IQ vendor profile

Independent Financial Group, Inc.


Independent Financial Group, Inc. is a firm that provides financial advisor, insurance agent or broker, third party administration, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most Independent Financial Group, Inc. clients are outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, credit unions, other schools and instruction, inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $22 million to $96 million.

Previous legal names, trade names, or just variations of their name include: Independent Financial Group, LLC; and Independent Financial Group LL.

Primary location:
San Diego, CA
Clients in:
CA
Identified clients:
11
Avg client size:
$53 mil revenue
Median client size:
$29 mil revenue

Independent Financial Group, Inc. client list

  Name Type Location
1 Pilgrim Place 501(c)(3) Claremont, CA
2 Los Angeles Regional Food Bank 501(c)(3) Los Angeles, CA
3 LA Family Housing Corporation 501(c)(3) North Hollywood, CA
4 San Fernando Valley Community Mental Health Center 501(c)(3) Van Nuys, CA
5 Chinatown Service Center (CSC) 501(c)(3) Los Angeles, CA
6 Conservation Legacy (SCC) 501(c)(3) Durango, CO
7 Bootheel Behavioral Health 501(c)(3) Sikeston, MO
8 Salem Christian Homes 501(c)(3) Chino, CA
9 Hozhoni Foundation 501(c)(3) Flagstaff, AZ
10 Cooperativa de Ahorro Y Credito Oriental 501(c)(14) Humacao, PR
... and 1 more Independent Financial Group, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Independent Financial Group, Inc. competitors

Competitors to Independent Financial Group, Inc. in the nonprofit sector include Conduent HR Consulting, LLC, One Digital, Capfinancial Partners, Kibble and Prentice, Pentegra Services Inc., Edward Jones, Definiti, LLC, Captrust, NFP Retirement Inc., and Morningstar.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!