Independent Financial Group, LLC at 12671 High Bluff Dr STE 200, San Diego, Ca 92130 lists Independent Financial Group, Inc. and Scott Heising of San Diego, CA.
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Scott Heising
Individual Agent
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12671 HIGH BLUFF DR STE 200, SAN DIEGO, CA 92130
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Independent Financial Group, Inc.
Manager
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12671 HIGH BLUFF DR STE 200, SAN DIEGO, CA 92130
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Scott Heising
CEO
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12671 HIGH BLUFF DR STE 200, SAN DIEGO, CA 92130
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12671 HIGH BLUFF DR STE 200, SAN DIEGO, CA 92130
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY125 / 133 Assets BOY/EOY$6,973,771 / $8,315,412 | 2023 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 125 / 133 | $6,973,771 / $8,315,412 |
| 2022 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY97 / 122 Assets BOY/EOY$7,339,826 / $6,973,771 | 2022 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 97 / 122 | $7,339,826 / $6,973,771 |
| 2020 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY112 / 93 Assets BOY/EOY$5,680,391 / $6,510,713 | 2020 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 112 / 93 | $5,680,391 / $6,510,713 |
| 2019 | Plan NameINDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY107 / 111 Assets BOY/EOY$4,277,971 / $5,680,391 | 2019 | INDEPENDENT FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 107 / 111 | $4,277,971 / $5,680,391 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$1,507,002 Forgiven$1,519,058 LenderAxos Bank Jobs82 | 04/10/2020 | $1,507,002 | $1,519,058 | Axos Bank | 82 |
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Registered in Colorado
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Registered in Utah
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Registered in Colorado
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Registered in West Virginia
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Registered in California
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Registered in Arizona
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Phoenix, AZ San Diego, CA | View Report | |
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Registered in Vermont
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Registered in Florida
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Registered in Minnesota
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