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IFB Wealth Management LLC
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CRD # | 299318 |
SEC # | 801-117624 |
CIK # | |
AUM | $108.9 MM (2024-03-18) |
Employees | 9 (78% Investors, 22% Brokers) |
Phone | 305-329-1520 |
Address | 777 SW 37th Avenue Miami, FL 33135 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 25 | 5.5 |
(b) Individuals (high net worth individuals) | 10 | 12.0 |
(c) Banking or thrift institutions | 0 | 74.7 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 18 | 16.4 |
(n) Other | 0 | 0.0 |
Total | 64 | 108.9 |
By Discretionary | ||
Discretionary | 28 | 11.8 |
Non-Discretionary | 36 | 97.2 |
Total | 64 | 108.9 |
By Non-United States Persons | ||
Non-United States Persons | 27.4 | |
United States Persons | 81.5 | |
Total | 64 | 108.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Driven Investments LLC
✚
|
UT | 0.1 |
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
Blueprint Wealth Management LLC
✚
|
FL | 0.1 |
JDT Inc
✚
|
KY | 0.1 |
Abbington Investment Group LLC
✚
|
CT | 0.1 |
Wixon Financial Services Corporation
✚
|
MN | 0.1 |
Beresh Patrick Michael
✚
|
CA | 0.1 |
Providence Wealth Management LLC
✚
|
TN | 0.1 |
MJB Asset Management LLC
✚
|
NY | 0.1 |
Varni Labs Inc
✚
|
CA | 0.1 |