Ifmgroup (CRD# 143632) is a financial advisory firm headquartered in Cupertino, CA. They manage $11,000,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$333,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Ling Lu (CRD# 4596886) is an Investment Advisor Representative working at Ifmgroup in Cupertino, CA and has over 13 years of experience in the finance industry.