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IFC
IFC AND INSURANCE MARKETING, INC.
CRD 283976 · SEC 801-133751
102 EL DORADO ST., AUBURN, CA, 95603, United States
Phone
530-886-8550
Fax
866-554-9484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.5M
Discretionary AUM
$173.5M
Team
7 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1020 | $128.7M |
| High net worth individuals | 28 | $44.8M |
| Charitable organizations | 2 | $37K |
States served
AZ, CA, CO, IL, NC, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD