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Building 2INDEPENDENT FAMILY OFFICE, LLC

Map pinALBANY, NY
Phone518-452-8050
NotebookSEC #801-74757
Total AUM
$760.1M
Employees
19
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
677 BROADWAY
7TH FLOOR
ALBANY
NY 12207
United States
Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
518-452-8050

ReceiptFinancials

Total AUM
$760.1M
Accounts
198
Discretionary
$760.1M
Accounts
197
Non-Discretionary
$28.6K
Accounts
1

ContactClients

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HNW Individual Clients
43
AUM
$760.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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