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Ifc and Insurance Marketing, Inc.

● SEC registered since 2025CRD 283976SEC# 801-133751Auburn, CA
Export (members)
Reg. AUM
$110.3M
Employees
7
Accounts
1,255
Location
Auburn, CA

Ifc and Insurance Marketing, Inc. assets under management

Ifc and Insurance Marketing, Inc. is an SEC-registered investment adviser based in Auburn, CA. The firm has been registered since 2025. It reports $110.3 million in regulatory assets under management and employs 7 people.
ifcins.comView on SEC.gov ↗

Ifc and Insurance Marketing, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Garrett Sterling Konrad ControlChief Compliance Officer10-25%2016
Peter Guenther Konrad ControlPresidentOver 75%2001

Frequently asked questions

How much does Ifc and Insurance Marketing, Inc. manage?

Ifc and Insurance Marketing, Inc. reports $110.3 million in regulatory assets under management on its Form ADV.

How many employees does Ifc and Insurance Marketing, Inc. have?

Ifc and Insurance Marketing, Inc. reports 7 employees.

Where is Ifc and Insurance Marketing, Inc. located?

Ifc and Insurance Marketing, Inc. is based in Auburn, CA and has been SEC-registered since 2025.

Does Ifc and Insurance Marketing, Inc. disclose fund performance?

Ifc and Insurance Marketing, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address102 el Dorado St., Auburn, CA 95603
Phone530-886-8550
Fax866-554-9484
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.3M
Non-discretionary$0
Total (RAUM)$110.3M