IFC PERSONAL MONEY MANAGERS, INC.

Overview

IFC Personal Money Managers, Inc. is an independent registered investment adviser formed in 2014 and owned by an individual. The firm focuses on advisory work for individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are non-transactional, relying on hourly charges and fixed fees rather than asset-based or commission models. The firm does not report itself as an active ESG investor, and it is not structured as a multi-state adviser or a capital allocator. The firm lists an industry affiliation with a law firm, which may reflect either a professional relationship or a client base connection. Advisory activity is primarily non-discretionary, which aligns with the firm's fee-for-service planning and consultative portfolio management approach.

Assets & Accounts

Investments & Alternatives