RIA Intel›Advisers›New York›INDEPENDENT FAMILY OFFICE, LLC

INDEPENDENT FAMILY OFFICE, LLC

Advisory

N·ALBANY, NY

Data as of Apr 21, 2026 · Source: SEC Form ADV

Total AUM
$760M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.5%
Employees
3
Assets Under Management
Total AUM$760M
Discretionary AUM$760M
Non-Discretionary AUM$29K
Discretionary %100%
Total Clients34
Team
Total Employees3
Investment Advisers19
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record23
First FilingMar 21, 2012
Latest FilingApr 21, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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