|
⚲
|
| IFC Personal Money Managers Inc
✚
|
|
|---|---|
| CRD # | 126344 |
| SEC # | 801-80674 |
| CIK # | |
| AUM | $450.9 M (2026-04-09) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 212-721-8713 |
| Address | 441 West End New York, NY 10024 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.5 |
| (b) Individuals (high net worth individuals) | 85 | 448.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 450.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 515 | 450.9 |
| Total | 515 | 450.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.9 | |
| Total | 515 | 450.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chaney Capital Management Inc
✚
|
WA | 0.5 |
|
Selective Wealth Management Inc
✚
|
VA | 0.5 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.5 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.5 |
|
McClarren Financial Advisors Inc
✚
|
PA | 0.5 |
|
Aspen Investment Management Inc
✚
|
MI | 0.5 |
|
Silverleafe Capital Partners LLC
✚
|
TN | 0.4 |
|
Westbourne Investment Advisors Inc
✚
|
MD | 0.4 |
|
Osprey Private Wealth LLC
✚
|
NY | 0.4 |
|
Hardin Capital Partners LLC
✚
|
SC | 0.4 |