INDEPENDENT FAMILY OFFICE, LLC

ALBANY, New York·2 registered advisors·CRD# 144811
SEC# 801-747570518-452-8050
01

Firm Overview

AUM
$556M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INDEPENDENT FAMILY OFFICE, LLC

2 registered advisors
Viju Philip Rajan
ALBANY, New York
William Michael Reickert
ALBANY, New York
05

Office Locations

ALBANY, New York
2 advisors

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Data sourced from SEC Form ADV filings. INDEPENDENT FAMILY OFFICE, LLC (CRD# 144811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.