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ASESORIA FINANCIERA INDEPENDIENTE, INC.

CRD 152439

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$21.6M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-10-28

Disciplinary history

No

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Services

SECURITIES PORTFOLIO SUPERVISION AND ADVICE.

Client types

TypeClientsAUM
High net worth individuals8$21.6M

Official SEC filing: View on IAPD