Independent Financial Partners

RIASEC RegisteredEst. 2008
Total AUM
$16.3B
Discretionary
$11.6B
71% of AUM
Avg account
$301K
Accounts
54,154
Employees
328
Advisory reps
320

Firm details

Headquarters
Tampa, Florida
CRD number
125112
Registered since
September 19, 2008
Website
ifpartners.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI51.31%
  • Pension & Profit Sharing Plans23.12%
  • Individuals21.44%
  • Corporations / Businesses3.78%
  • Charitable Organizations0.36%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Independent Financial Partners is a privately structured wealth advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting, runs educational seminars, and performs manager selection for third-party advisers. Its fee toolkit includes asset-based fees, hourly billing, flat fees and other arrangements. The adviser does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 31%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Other 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 25
  • Christopher Karam

    Christopher Karam

    Managing Partner and Chief Investment OfficerCRD 3130298

  • John Carroll

    John Carroll

    CEO & Wealth AdvisorCRD 4515569

  • Jody Henley

    Jody Henley

    COOCRD 5836861

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Contacts

3 of 295
  • Steven Radonich

    Steven Radonich

    PresidentCRD 4608029

  • Melissa James

    AdvisorCRD 5895054

  • Brady Lollman

    Brady Lollman

    Financial AdvisorCRD 7732431

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,101

Active vs passive

$4B in ETFs

Passive

70%

$2.8B

Active

23%

$1.2B

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$80M108,6391.99%
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Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
3030 N Rocky Point Dr W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth