IFC
Firm details
- Headquarters
- Auburn, California
- CRD number
- 283976
- Registered since
- June 26, 2025
- Website
- ifcins.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals74.17%
- HNWI25.81%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
IFC is an independent registered investment adviser organized as a corporation and SEC-registered in 2025. Ownership is held by an individual and the firm positions itself as a capital allocator that manages portfolios for both individuals and families as well as institutional clients. Its business mix includes advisory services (financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers), educational publishing and workshops, and insurance brokerage. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee options. IFC is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities13%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
1 of 1
Garrett Konrad
COO/Creative Wealth StrategistCRD 6686423
Contacts
3 of 6
Rebecca Harper
OwnerCRD 7955888
Natalie Litchfield
Wealth AdvisorCRD 6125229
Peter Konrad
President/Cash Flow CoachCRD 2040887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$126M in ETFs
87%
$109M
8%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Growth | $10.1M | 62,342 | 7.99% |
Location
Auburn, CA
Placer
Location
Auburn, CA
Headquartered in Auburn, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 102 El Dorado St
- Time zone
- PT (UTC-8)
- Office locations
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