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INDEPENDENT FIDUCIARY SERVICES, INC.

Advisory

WASHINGTON, DC

Data as of May 19, 2011 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
-85.1%
3-Year CAGR
+72.2%
Employees
0
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingJan 31, 2001
Latest FilingMay 19, 2011
🔒 Full AUM trend chart and 22 historical filings spanning 10+ 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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