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IFC

AUBURN, CA · CRD 283976 · IAPD ↗ · ifcins.com · 530-886-8550

$173.5MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2026 — IFC reported RAUM up 38% ($110.3M -> $152.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — IFC (AUBURN, CA) is newly SEC-registered with $110.3M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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