$173.5M Total AUM
$173.5M Disc. AUM
-- 3Y CAGR
7 Employees
1,050 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2016
- Office Locations
- 4
Office Locations
102 EL Dorado St. Auburn CA
1070 Tunnel RD Suite 10-218 Asheville NC
3401 Technology Dr. STE 160 Lake Saint Louis MO
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.
Team overview
42 AVG AGE
$24.8M AVG AUM / ADVISOR
$165.2K AVG AUM / CLIENT
6.1 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PETER GUENTHER KONRAD
President
- CRD
- #2040887
- Ownership
- 75% or more
Available
Available
Available
Garrett Sterling Konrad
Chief Compliance Officer, Partner
- CRD
- #6686423
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
Rebecca A Harper
--
- CRD
- #7955888
Available
Available
Available
Natalie Litchfield
Wealth Advisor
- CRD
- #6125229
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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