← Tributary

IFC PERSONAL MONEY MANAGERS, INC.

NEW YORK, NY · CRD 126344 · IAPD ↗ · objectiveadvice.com · 212-721-8713

$450.9MRegulatory AUM
1Advisory reps
4Employees
96Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — IFC PERSONAL MONEY MANAGERS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — IFC PERSONAL MONEY MANAGERS, INC. notice-filed in SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — IFC PERSONAL MONEY MANAGERS, INC. notice-filed in AZ, CT, DC, MA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — IFC PERSONAL MONEY MANAGERS, INC. reported RAUM up 42% ($278.0M -> $395.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.