INDEPENDENT FAMILY OFFICE, LLC

677 Broadway
7th Floor
Albany, New York 12207
Tel: 518-452-8050

About INDEPENDENT FAMILY OFFICE, LLC

INDEPENDENT FAMILY OFFICE, LLC, formally registered with the SEC as INDEPENDENT FAMILY OFFICE, LLC. The firm was established in 04/16/2012. They have over 1 offices throughout the country.

INDEPENDENT FAMILY OFFICE, LLC is a Albany, New York based Financial Planning firm with nearly $556,353,136 assets under management, offering retirement planning & investment advisory services to 142 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144811
SEC#	801-74757
Assets Managed by Firm	$556,353,136
No. of Clients	142
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (REPORTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	142	$556,353,136
High net worth individuals	33	$556,353,136

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