Ifc Personal Money Managers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 9, 2026, reports $451M in regulatory assets under management, 4 employees, and 515 accounts.
Assets Under Management
$451M
Employees
4
Offices
--
Total Clients
90
Primary office
NEW YORK, NY
441 WEST END, SUITE 1I, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.4% of total clients.
Top client categories% of clientsClients
1
HNWI
94.4%
85
2
Individuals
5.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$451Mas of April 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$451M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$451M
Total Accounts515
10Y AUM Change+$361M (+401.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.