Independent Family Office, LLC
Firm details
- Headquarters
- Albany, New York
- CRD number
- 144811
- Registered since
- April 16, 2012
- Website
- ifollc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Independent Family Office, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2012. The firm positions itself as a capital allocator for individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
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 Funds48%
- Exchange Traded Equities22%
- US Government Bonds21%
- Private Funds5%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1William Reickert
Managing Member and Chief Investment OfficerCRD 1673416
Contacts
2 of 2Viju Rajan
Investment Advisor RepresentativeCRD 5611394
Christopher Avino
Investment AnalystCRD 6993180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$187M in ETFs
89%
$166M
8%
$20.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $34.5M | 46,203 | 18.49% |
Location
Albany, NY
Albany
Location
Albany, NY
Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 677 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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