CRD: 287842
Investment Fiduciary Planners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-02-2017
- Office Locations
- 1
Office Locations
About Investment Fiduciary Planners, LLC
Investment Fiduciary Planners (IFP) is an independent, Denver-based fiduciary RIA providing financial planning and wealth management for retail clients. The firm emphasizes open-architecture advice with no proprietary products or institutional quotas. Portfolios use a mix of ETFs, mutual funds and private funds, with experience in real estate and 1031 exchange strategies. Primary custody is through Charles Schwab.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
NICHOLAS EDWARD DONALDSON
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5021746
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,373,257 | -- |
| Non-Discretionary | $7,397,254 | -- |
| Total | $11,770,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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