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INDEPENDENT FAMILY OFFICE, LLC
CRD 144811 · SEC 801-74757
677 BROADWAY, 7TH FLOOR, ALBANY, NY, 12207, United States
Phone
518-452-8050
Fax
518-452-8053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$760.1M
Discretionary AUM
$760.1M
Team
19 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersREPORTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $760.1M |
States served
MA, NY
All web addresses on file
Official SEC filing: View on IAPD