IFC
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
- Individuals73.92%
- HNWI26.05%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
IFC is an independent registered investment adviser organized as a corporation and owned by an individual. The firm became SEC-registered in 2025 and acts as a capital allocator for both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational outreach including newsletters and seminars. IFC also operates an insurance brokerage alongside its advisory practice. The firm uses multiple fee arrangements (percentage of AUM, hourly, and fixed fees), indicating flexibility in client billing. IFC is not identified as an active ESG investor in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities13%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
1 of 1Garrett Konrad
COO/Creative Wealth StrategistCRD 6686423
Contacts
3 of 6Rebecca Harper
OwnerCRD 7955888
Natalie Litchfield
Wealth AdvisorCRD 6125229
PETER KONRAD
President/Cash Flow CoachCRD 2040887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$107M in ETFs
86%
$91.6M
9%
$15.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO) | Invesco | Passive | Foreign Large Growth | $7.7M | 140,228 | 7.19% |
Location
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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