Ifmgroup

Overview

Ifmgroup is a California-based independent registered advisory firm operating as a limited liability company. The firm is individually owned and serves a client base made up of individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its billing model includes percentage-of-assets fees alongside hourly and fixed-fee arrangements. Ifmgroup reports an industry affiliation with an insurance company and indicates a preference for fixed-income investing, while not positioning itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices