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| Independent Family Office LLC
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|
|---|---|
| CRD # | 144811 |
| SEC # | 801-74757 |
| CIK # | 0001756485 |
| AUM | $760.1 M (2026-04-21) |
| Employees | 19 (16% Investors, 0% Brokers) |
| Phone | 518-452-8050 |
| Address | 677 Broadway Albany, NY 12207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 32.9 | ||
| Parametric Technology Corp | 16.2 | ||
| SPDR Gold Trust | 11.7 | ||
| Toast Inc | 6.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.5 | ||
| Apple Inc | 2.3 | ||
| Sprott Physical Gold Trust | 1.8 | ||
| Sherwin Williams Co | 1.8 | ||
| Scotts Miracle-Gro Co | 1.8 | ||
| Microsoft Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 43 | 760.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 760.1 |
| By Discretionary | ||
| Discretionary | 197 | 760.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 198 | 760.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 760.1 | |
| Total | 198 | 760.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001756485] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 0.8 |
|
Perennial Advisors LLC
✚
|
NY | 0.8 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.8 |
|
American Wealth Management
✚
|
NV | 0.8 |
|
SFG Wealth Management LLC
✚
|
MD | 0.8 |
|
Hughes Financial Services LLC
✚
|
VA | 0.8 |
|
Strong Tower Advisory Services LLC
✚
|
MN | 0.8 |
|
Provident Wealth Management LLC
✚
|
TN | 0.8 |
|
Paratus Financial Inc
✚
|
TX | 0.8 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.8 |