INDEPENDENT FAMILY OFFICE, LLC
SEC Form ADV profile.
Total regulatory AUM
$760,100,086
Discretionary
$760,071,506
Non-discretionary
$28,580
Firm details
- CRD number
- 144811
- SEC file number
- 801-74757
- Main office
- ALBANY, NY, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.