# Asesoria Financiera Independiente, Inc.

> Asesoria Financiera Independiente, Inc. is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 28, 2025.

- CRD: 152439
- Filed as: ASESORIA FINANCIERA INDEPENDIENTE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: October 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152439
- AdvisorCensus page: https://advisorcensus.com/firm/asesoria-financiera-independiente-inc-152439

## Quick answers

**How is Asesoria Financiera Independiente, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Asesoria Financiera Independiente, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Asesoria Financiera Independiente, Inc. registered with the SEC or a state?**
Asesoria Financiera Independiente, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 152439.

**How much does Asesoria Financiera Independiente, Inc. manage?**
Asesoria Financiera Independiente, Inc. reports $21,642,261 in regulatory assets under management in its Form ADV filing dated October 28, 2025 (0% discretionary).

**What types of clients does Asesoria Financiera Independiente, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Asesoria Financiera Independiente, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152439

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,642,261
- Discretionary: $0
- Non-discretionary: $21,642,261

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $21,642,261 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asesoria Financiera Independiente, Inc. (CRD 152439): Form ADV filing data as of October 2026.