Ifmgroup

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).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $333,333
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ifmgroup
Showing 1 - 1 of 1 top financial advisors.
1
Ling Q. Lu
CRD#: 4596886
836 Kim St, Cupertino, CA 95014
93
Wealthminder
score

Ling Lu (CRD# 4596886) is an Investment Advisor Representative working at Ifmgroup in Cupertino, CA and has over 12 years of experience in the finance industry.

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