Patrick Hassan Ehsan
Financial advisor at Independent Financial Group, LLC · Stateline, NV
Last updated 2026-10-10
Claim your profilePatrick Hassan Ehsan is a financial advisor at Independent Financial Group, LLC in Stateline, NV, CRD 1662083. Licenses and exams on the registration: Series 63. IAPD registration began 1998-02-20.
Registration
- CRD number
- 1662083
- Registration status
- Active
- IAPD registration
- 1998-02-20
- Industry Experience
- 28 years
- Work Experience
- 20 years
- States registered
- NV
Licenses and exams
- Series 63
Work history
- 2006-10 to Present · Kettle Foods · Salem, OR
- 2011-02 to Present · Independent Financial Group · San Diego, CA
Current employment
- Independent Financial Group, LLC · San Diego, CA
Independent Financial Group, LLC
- Regulatory AUM
- $12,925,435,801
- Registered advisors
- 481
- Offices
- 338
- Clients per advisor
- 55.4 (Low)
- Average AUM per client
- $485.3K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Independent Financial Group, LLC: advisors, services and reported ETF investments
About
Patrick Hassan Ehsan is a financial advisor at Independent Financial Group, LLC in Stateline, NV. Reported securities licenses include Series 63. The latest record indicates 28 years of industry experience and 20 years of reported work history.
Independent Financial Group, LLC's firm-level Form ADV reports 481 advisors across 338 offices; approximately 55.4 clients per advisor, average assets per client of $485,280, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.8B across 712 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Hassan Ehsan personally.
Reported ETF positions
Independent Financial Group reports 712 ETF positions worth $2.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $143.1M |
| IVV — iShares Core S&P 500 ETF | $91.4M |
| SPY — SPDR S&P 500 ETF TRUST | $80.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $53.9M |
| PAAA — PGIM AAA CLO ETF | $51.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Independent Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $33.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $17.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $14M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $10.9M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Independent Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
Stateline, NV
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 858-436-3180
- Website: ifgsd.com
Official record
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