IFC

RIASEC Registered

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$122K

Accounts

1,421

Employees

Advisory reps

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

FINTRX

Overview

IFC is an independent, individual-owned registered investment adviser structured as a corporation. The firm registered with the SEC in 2025 and positions itself as a capital allocator serving both individual/family and institutional clients. In addition to discretionary portfolio management and financial planning, IFC provides a range of advisory services including selection of other advisers, pension consulting, publication of periodicals/newsletters, and educational seminars/workshops. The firm also operates as an insurance broker and charges fees on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. IFC does not identify as an active ESG investor.