IFC

RIASEC RegisteredEst. 2025
Total AUM
$173M
Discretionary
$173M
100% of AUM
Avg account
$122K
Accounts
1,421
Employees
7
Advisory reps
8

Firm details

Headquarters
Auburn, California
CRD number
283976
Registered since
June 26, 2025
Website
ifcins.com
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals74.17%
  • HNWI25.81%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IFC is a corporate-structured independent registered investment adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and also operates as an insurance broker. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services (selection of other advisers), publication of periodicals or newsletters, and educational seminars and workshops. IFC charges a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — and is not positioned as an ESG-focused manager. The firm is SEC-registered and described as owner-operated.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 13%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities13%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Private Funds1%

Owners & executives

1 of 1
  • Garrett Konrad

    Garrett Konrad

    COO/Creative Wealth StrategistCRD 6686423

Contacts

3 of 7
  • Jason Sherman

    Jason Sherman

    Financial AdvisorCRD 6712693

  • Natalie Litchfield

    Natalie Litchfield

    Wealth AdvisorCRD 6125229

  • Peter Konrad

    Peter Konrad

    President/Cash Flow CoachCRD 2040887

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$126M in ETFs

Passive

87%

$109M

Active

8%

$16.8M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 MOMENTUM ETF (SPMO)InvescoPassiveLarge Growth$10.1M62,3427.99%
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Location

Primary office

Auburn, CA

Placer

Location

Auburn, CA

Headquartered in Auburn, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Placer
Address
102 El Dorado St
Time zone
PT (UTC-8)
Office locations

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