


Independence Capital Financial Partners Revenue
Financial Services • Lombard, Illinois, United States • 11-20 Employees
Independence Capital Financial Partners revenue & valuation
| Annual revenue | $2,575,688 |
| Revenue per employee | $235,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Key Contacts at Independence Capital Financial Partners
Andrew Lohse
Founder And Partner
James Lohse
Founder And Partner
Arthur Michael Connor
Registered Principal, Founder And Partner
James Lohse
Founder And Partner
Company overview
| Headquarters | 555 E Butterfield Rd, 212, Lombard, Illinois 60148, US |
| Phone number | +16307966162 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Insurance Planning, Succession Planning, 401K, Wealth Management, Education Planning, College Planning, Retirement Planning, Life Insurance, Wealth Accumulation, Business Planning, Financial Planning, Estate Planning, Taxation Planning, 529/Utma |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Independence Capital Financial Partners Email Formats
Independence Capital Financial Partners uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@independencecfp.com), used 36.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@independencecfp.com | 36.4% |
{first name}{last name} | johndoe@independencecfp.com | 27.3% |
{f2}{last name} | {f2}doe@independencecfp.com | 18.2% |
{last name}{last name} | doedoe@icfpllc.com | 18.2% |
About Independence Capital Financial Partners
The advisors of Independence Capital Financial Partners (ICFP) specialize in financial planning, wealth management, and asset protection strategies. With more than 120 years of financial planning experience collectively and over 25 years spent as a cohesive group, clients benefit from the collective wisdom built into our structure. Extensive expertise and insight, coupled with an independent, client centered approach to service, are the cornerstones of our organization. At our core, we believe all circumstances surrounding a client’s needs are important and we make every effort to understand their individual situation. This provides a unique ability to earn trust and sustain partnerships with our clients for many years to come. One major advantage is our association with an independent broker dealer, Cambridge Investment Research (CIR). Cambridge provides a platform that enables us to put the interest of the client first; allowing a true partnership with our clients. Cambridge has no proprietary products and does not underwrite securities; mitigating many of the conflicts of interest inherent in the financial services industry. Securities offered through Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Independence Capital Financial Partners has 6 employees across 2 departments.
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Number of employees
Funding Data
Independence Capital Financial Partners has never raised funding before.
Independence Capital Financial Partners Tech Stack
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