Independent Family Office is an investment advisor in Albany with $508.16 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
202160539
SEC advisor number
801-74757
FINRA CRD number
144811
AUM ?
$556.35 mm
(as of 7 Mar 24)
Accounts
142
(as of 7 Mar 24)
Employees
15
(4 investment advisory or research)
Address
Independent Family Office
677 BROADWAY, 7TH FLOOR
ALBANY
NY 12207
677 BROADWAY, 7TH FLOOR
ALBANY
NY 12207
Phone
(518) 452-8050
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22