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).
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Total Assets Under Management556MILLION
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Total Number of Accounts142ACCOUNTS
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Average Account Value$3,917,980
- A percentage of assets under your management
- 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)
- Other
MA, NY
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.
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.
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.