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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| IFC Personal Money Managers Inc
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|---|---|
| CRD # | 126344 |
| SEC # | 801-80674 |
| CIK # | |
| AUM | $401.8 M (2025-04-15) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 212-721-8713 |
| Address | 441 West End New York, NY 10024 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.4 |
| (b) Individuals (high net worth individuals) | 83 | 397.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 401.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 500 | 401.8 |
| Total | 500 | 401.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.8 | |
| Total | 500 | 401.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 | |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.4 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |
|
Fischer Investment Group Inc
✚
|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Noble Family Wealth LLC
✚
|
FL | 0.4 |
|
EVT Financial Advisors AG
✚
|
0.4 | |
|
Jupiter Wealth Management LLC
✚
|
CO | 0.4 |