I
CRD: 143632
Ifmgroup
Monrovia, CA, 91016
6265529688
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-06-2007
- Office Locations
- 1
Office Locations
185 W Chestnut AVE Monrovia CA
About Ifmgroup
Ifmgroup is a Monrovia-based RIA. The firm has been operating for 18 years. Managing $4.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$571.4K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Radial Frontier zenith
Investment Themes
Prime Signal
Investment Vehicles
Focus
Services
Legacy crest Focus Harbor delta North Capital frontier Wave
Owner & Executives
L
LING QIAN LU
Chief Compliance Officer, Managing Member
- CRD
- #4596886
- Ownership
- 75% or more
(988) 728-9168
beacon.fusion@embercapital.com
in linkedin.com/in/frontier-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
Y
Yang Gao
--
- CRD
- #6587058
(276) 970-2236
unison.element@matrixcapital.com
in linkedin.com/in/bridge-delta
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Cash:
23.4% Equity - Exchange:
15.4% U.S. Government/Agency:
35.3% Corporate - Investment Grade:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,439,418,820 | 23.4% |
| Equity - Exchange | $947,309,822 | 15.4% |
| U.S. Government/Agency | $2,171,430,955 | 35.3% |
| Corporate - Investment Grade | $1,593,202,881 | 25.9% |
| Total | $6,151,362,478 | 100.0% |