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INDEPENDENT FAMILY OFFICE, LLC
Tel: 518-452-8050
677 Broadway 7th Floor
Albany, New York 12207
INDEPENDENT FAMILY OFFICE, LLC
INDEPENDENT FAMILY OFFICE, LLC is a Albany, New York based financial advisory firm with nearly $556,353,136 in assets under management and provides investment advisory services for 142 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (REPORTING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
144811
SEC#:
801-74757
No. of Clients:
142
Assets under Management
$556,353,136
No. of Advisors:
15
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