Amrish Navnitbhai Patel

Independent Financial Group, LLC

24 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Independent Financial Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

527 advisors

Number of Clients

44,045 clients

Average Client Portfolio

$257K average

Assets Under Management

$11.3B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

8777 N. Gainey Center Drive, Ste. 161, Scottsdale, AZ, 85258

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Amrish owns Patel Wealth Management, offering insurance, brokerage, and advisory services, which takes significantly more than full-time. He also has several real estate and consulting ventures, and is involved in family estate planning.