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Ifc Personal Money Managers, Inc.

● SEC registered since 2014CRD 126344SEC# 801-80674New York, NY
Export (members)
Reg. AUM
$401.8M
Employees
4
Accounts
500
Location
New York, NY

Ifc Personal Money Managers, Inc. assets under management

Ifc Personal Money Managers, Inc. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2014. It reports $401.8 million in regulatory assets under management and employs 4 people.
www.objectiveadvice.comView on SEC.gov ↗

Ifc Personal Money Managers, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Carole Rita SimonettiShareholder5-10%1982
Eric G EdwardsShareholder10-25%1982
Gary Howard Schatsky ControlChief Compliance Officer, PresidentOver 75%2013

Frequently asked questions

How much does Ifc Personal Money Managers, Inc. manage?

Ifc Personal Money Managers, Inc. reports $401.8 million in regulatory assets under management on its Form ADV.

How many employees does Ifc Personal Money Managers, Inc. have?

Ifc Personal Money Managers, Inc. reports 4 employees.

Where is Ifc Personal Money Managers, Inc. located?

Ifc Personal Money Managers, Inc. is based in New York, NY and has been SEC-registered since 2014.

Does Ifc Personal Money Managers, Inc. disclose fund performance?

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

Contact & registration

Address441 West End, Suite 1i, New York, NY 10024
Phone212-721-8713
Fax212-721-8714
Office hours9:00-5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$401.8M
Total (RAUM)$401.8M