Ifmgroup

Ifmgroup (CRD# 143632) is a financial advisory firm headquartered in Monrovia, CA. They manage $3,470,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
185 W Chestnut Ave, Monrovia, CA 91016
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $102,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ifmgroup
Showing 1 - 2 of 2 top financial advisors.
1
Ling Lu, financial advisor Monrovia CA
Ling Q. Lu
CRD#: 4596886
185 W Chestnut Ave, Monrovia, CA 91016

Ling Lu (CRD# 4596886) is an Investment Advisor Representative working at Ifmgroup in Monrovia, CA and has over 20 years of experience in the finance industry.

2
Yang Gao, financial advisor Monrovia CA
Yang Gao
CRD#: 6587058
185 W Chestnut Ave, Monrovia, CA 91016

Yang Gao (CRD# 6587058) is an Investment Advisor Representative working at Ifmgroup in Monrovia, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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