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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Request a Free TrialFirm Details
- 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
Custodian
Momentum meridian Peak foundation
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% |