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IFB WEALTH MANAGEMENT LLC
IFB WEALTH MANAGEMENT LLC
MIAMI, Florida
·
4 registered advisors
·
CRD# 299318
SEC# 801-117624
1
305-329-1520
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Other: REFERRAL FEES
03
Specialties
Investment Management
04
Advisors at IFB WEALTH MANAGEMENT LLC
4 registered advisors
Charles Basil Skipper
MIAMI, Florida
CRD# 2601251
Guillermo Leon Fierro Eleta
MIAMI, Florida
CRD# 7039590
Maria Q Dewitt
MIAMI, Florida
CRD# 7039614
Robert Mas
MIAMI, Florida
CRD# 7493773
05
Office Locations
MIAMI, Florida
4 advisors
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Data sourced from SEC Form ADV filings. IFB WEALTH MANAGEMENT LLC (CRD# 299318) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.