Independent Family Office, LLC

Independent Family Office, LLC (CRD# 144811) is a financial advisory firm headquartered in Albany, NY. They manage $556,353,136 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
677 Broadway, 7th Floor, Albany, NY 12207
https://www.linkedin.com/company/independent-family-office-llc
By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $3,917,980
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Independent Family Office, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kristopher Grimmer, financial advisor Albany NY
Kristopher G. Grimmer
CRD#: 4954137
677 Broadway, 7th Floor, Albany, NY 12207

Kristopher Grimmer (CRD# 4954137) is an Investment Advisor Representative working at Independent Family Office, LLC in Albany, NY and has over 17 years of experience in the finance industry.

2
Viju Rajan, financial advisor Albany NY
Viju P. Rajan
CRD#: 5611394
677 Broadway, 7th Floor, Albany, NY 12207

Viju Rajan (CRD# 5611394) is an Investment Advisor Representative working at Independent Family Office, LLC in Albany, NY and has over 14 years of experience in the finance industry.

3
William Reickert, financial advisor Albany NY
William M. Reickert
CRD#: 1673416
677 Broadway, 7th Floor, Albany, NY 12207

William Reickert (CRD# 1673416) is an Investment Advisor Representative working at Independent Family Office, LLC in Albany, NY and has over 35 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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