IFMGROUP

Overview

Ifmgroup is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a small population of individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm reports an affiliation with an insurance company and does not describe itself as an active ESG investor or a multi-state adviser. Ifmgroup does not operate as a capital allocator for outside managers; its advisory scope appears focused on direct client relationships rather than running external fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives