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 a privately held limited liability company that operates as an independent Registered Investment Adviser and acts as a capital allocator for individual and family clients. The firm has been SEC-registered since 2012 and is owned by an individual. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Compensation comes through a mix of asset-based fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 39Active vs passive
$179M in ETFs
89%
$159M
8%
$19.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $32.9M | 373,645 | 18.44% |
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
Similar firms
CURRAN WEALTH MANAGEMENT
RIAALBANY, NY
GREENBUSH FINANCIAL GROUP, LLC
RIAALBANY, NY
PKS ADVISORY SERVICES, LLC
RIAALBANY, NY
ALLSQUARE WEALTH MANAGEMENT, LLC
RIAALBANY, NY
PARADIGM FUNDS ADVISOR LLC
RIAALBANY, NY
ALBANYADVISOR GROUP LLC
RIAALBANY, NY