|
⚲
|
| Independent Family Office LLC
✚
| |
|---|---|
| CRD # | 144811 |
| SEC # | 801-74757 |
| CIK # | 0001756485 |
| AUM | $556.4 MM (2024-03-07) |
| Employees | 15 (27% Investors, 0% Brokers) |
| Phone | 518-452-8050 |
| Address | 677 Broadway Albany, NY 12207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PTC | 12,445.1 | 26.0 | |
| IAU | 18.0 | ||
| TOST | 7,135.6 | 8.6 | |
| GLD | 5.4 | ||
| TSM | 437,370.3 | 3.1 | |
| SMG | 4,509.5 | 2.4 | |
| TMO | 209,733.6 | 1.7 | |
| SHW | 58,089.9 | 1.6 | |
| PHYS | 1.2 | ||
| MSFT | 1,918,222.4 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 556.4 |
| (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 | 142 | 556.4 |
| By Discretionary | ||
| Discretionary | 141 | 556.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 142 | 556.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 556.4 | |
| Total | 142 | 556.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001756485] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 0.6 |
|
Sweeney & Michel LLC
✚
|
CA | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
Osher van de Voorde Investment Management
✚
|
CA | 0.6 |
|
Asset Strategy Advisors LLC
✚
|
MA | 0.6 |
|
G2 Capital Management LLC
✚
|
OH | 0.6 |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
SFG Wealth Management LLC
✚
|
MD | 0.6 |