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IFC PERSONAL MONEY MANAGERS, INC.
CRD 126344 · SEC 801-80674
441 WEST END, SUITE 1I, NEW YORK, NY, 10024, United States
Phone
212-721-8713
Fax
212-721-8714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$450.9M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps; 96 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.5M |
| High net worth individuals | 85 | $448.4M |
States served
AZ, CA, DC, LA, MD, MA, NJ, NY, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD