Investor's Fiduciary Advisor Network LLC

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Investor's Fiduciary Advisor Network LLC
CRD #159301
SEC #801-111660
CIK #
AUM $255.4 MM (2024-08-09)
Employees 8 (88% Investors, 0% Brokers)
Phone425-372-7517
Address4668 N Eyrie Way
Boise, ID 83703
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 446 104.9
(b) Individuals (high net worth individuals) 63 149.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 0.2
(n) Other 0 0.0
Total 1,060 255.4
By Discretionary
Discretionary 1,060 255.4
Non-Discretionary 0 0.0
Total 1,060 255.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 255.4
Total 1,060 255.4
Comparable Firms State AUM ($BB)
Legacy Financial Advisors Corporation
MN 0.3
Schulhoff & Co Inc
OH 0.3
Aspen Investment Management Inc
MI 0.3
Merit Financial Partners LLC
NY 0.3
Peninsula Asset Management Inc
FL 0.3
Elios Financial Group Inc
OH 0.3
Whiterock Wealth Management Co
TX 0.3
The J Arnold Wealth Management Co LLC
OH 0.3
Pacific Asset Management LLC
WA 0.3
DHH Advisors LLC
NJ 0.3
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