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INDEPENDENT FAMILY OFFICE, LLC

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

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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 StatusApproved
Firm CRD#144811
SEC#801-74757
Assets Managed by Firm$556,353,136
No. of Clients142
No. of Advisors15

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 ClientsAUM
Firm Total142$556,353,136
High net worth individuals33$556,353,136

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