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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-26-2016
- Office Locations
- 4
Office Locations
About IFC
IFC is a California-based RIA providing holistic wealth management for individuals and business owners, including business succession and family legacy/estate planning. The team builds actively managed, asset-allocation portfolios using public funds and ETFs, and can implement on platforms such as Schwab and Altruist.
Reported data analysis
What the numbers show
Between June 19, 2025 and June 12, 2026, reported AUM increased 57.3%, from $110.3M to $173.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 1,050 clients, or 150 clients per representative. That equates to $165.2K in reported AUM per client.
The profile lists 4 reported office locations and 10 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full IFC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PETER GUENTHER KONRAD
President
- CRD
- #2040887
- Ownership
- 75% or more
Garrett Sterling Konrad
Chief Compliance Officer, Partner
- CRD
- #6686423
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Rebecca A Harper
--
- CRD
- #7955888
Natalie Litchfield
Wealth Advisor
- CRD
- #6125229
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,456,003 | $122,066 |
| Non-Discretionary | $0 | -- |
| Total | $173,456,003 | $122,066 |
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Separately Managed Accounts
SMA allocation detail is available
IFC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
IFC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.