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THE INDEPENDENT FINANCIAL GROUP

LORENZEN, JAMES MARION

CRD 122910

Visit website

2655 FIRST STREET, SUITE 250, SIMI VALLEY, CA, 93065, United States

Phone

(805) 265-5416

Fax

(805) 830-1138

Registration

— (—)

Source

State registered

Total AUM

$10.8M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals8$10.8M

All web addresses on file

Official SEC filing: View on IAPD