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INDEPENDENT FAMILY OFFICE, LLC

ALBANY, NY · CRD 144811 · IAPD ↗ · 518-452-8050

$760.1MRegulatory AUM
3Advisory reps
19Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — INDEPENDENT FAMILY OFFICE, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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