I
CRD: 126344
IFC Personal Money Managers, Inc.
$450.9M Total AUM
$0 Disc. AUM
17.5% 3Y CAGR
4 Employees
186 ADV. Clients
43 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1982
- Office Locations
- 1
Office Locations
441 West END Suite 1I NEW York NY
About IFC Personal Money Managers, Inc.
IFC Personal Money Managers, Inc. is a NEW York-based RIA. The firm has been operating for 43 years. Managing $450.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$450.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
31.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
43yrs Firm Age
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Asset Classes
Legacy vector Frontier oak
Client Personas
Momentum legacy
Investment Themes
North
Investment Vehicles
Legacy vertex Bridge ember
Services
Radial Ember North capital Ridge oak
Owner & Executives
G
GARY HOWARD SCHATSKY
Chief Compliance Officer, President
- CRD
- #4648261
- Ownership
- 75% or more
(325) 922-2607
vital.alpha@zenithcapital.com
in linkedin.com/in/vector-matrix
E
ERIC G EDWARDS
Managing Director
- CRD
- --
- Ownership
- 10% but less than 25%
(350) 461-1255
signal.delta@momentumcapital.com
in linkedin.com/in/pioneer-matrix
F
Fusion insight
Unison meridian
- CRD
- #42575
- Ownership
- 36.0%
(972) 798-3796
eagle.peak@alphacapital.com
in linkedin.com/in/pathway-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $450,896,430 | $875,527 |
| Total | $450,896,430 | $875,527 |
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Separately Managed Accounts
Total SMA Asset: $450,896,430
Private Funds:
37.1% Equity - Exchange:
43.3% Cash:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $3,233,396,013 | 37.1% |
| Equity - Exchange | $3,773,747,907 | 43.3% |
| Cash | $1,708,209,215 | 19.6% |
| Total | $8,715,353,135 | 100.0% |