Alexander Stewart Koury

Independent Financial Group, LLC

Broker

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

2646 Santa Maria Way, Suite 104, Santa Maria, CA, 93455

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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 Activities

Alexander is the CEO of ASK Independent LLC, a consulting business, since July 2022. This requires a few hours per week.

Employment History

Current Registrations

Independent Financial Group, LLCBroker

September 2025 - Present · 5 mos

X Advisors, LLC

April 2025 - Present · 10 mos

State Registrations43 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSNCNENJNMNVNYOHOKORPASDTNTXUTVAWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.