Adviser Profile
| As of Date | 06/28/2025 |
| Registration status | Registration Changed to IFC AND INSURANCE MARKETING, INC. |
| ADV Location | AUBURN, CA, United States |
| Contact Info | 530 xxxxxxx |
| Websites |
| AUM* | 110,292,865 31% |
| of that, discretionary | 110,292,865 31% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 87,883 18% |
| % High Net Worth | 1.52% -8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds