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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| IFC and Insurance Marketing Inc
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|---|---|
| CRD # | 283976 |
| SEC # | 801-133751 |
| CIK # | |
| AUM | $110.3 M (2025-06-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 530-886-8550 |
| Address | 102 El Dorado St Auburn, CA 95603 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 970 | 87.8 |
| (b) Individuals (high net worth individuals) | 15 | 22.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,255 | 110.3 |
| By Discretionary | ||
| Discretionary | 1,255 | 110.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,255 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 1,255 | 110.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Portfolio Solutions LLC
✚
|
TX | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
APO Financial Services LLC
✚
|
AZ | 0.1 |
|
Iowa Wealth Management LLC
✚
|
IA | 0.1 |
|
Heritage Grove Wealth Management LLC
✚
|
0.1 | |
|
Fiduciary Advisor Advocates LLC
✚
|
0.1 | |
|
South Bay Financial Partners Group Inc
✚
|
CA | 0.1 |
|
Midwest Financial Network LLC
✚
|
IL | 0.1 |
|
RCM Robinson Capital Management LLC
✚
|
CA | 0.1 |
|
Vanderpol Investments LLC
✚
|
MI | 0.1 |