# IFC Personal Money Managers

IFC Personal Money Managers is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** ifcpersonalmoneymanagers.com
- **LinkedIn:** https://www.linkedin.com/company/ifc-personal-money-managers

## Regulatory record

- **CRD number:** 126344
- **SEC file number:** 801-80674
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126344

## About

IFC Personal Money Managers is an SEC-registered investment adviser in New York, NY, registered since 2014. The firm manages approximately $451 million in assets. It has 4 employees and 1 investment adviser.

## Questions

### How does IFC Personal Money Managers construct client portfolios?

The firm uses a traditional asset allocation framework spanning equities, fixed income, and mutual funds. Portfolios are held at third-party custodians in separately managed accounts. IFC does not manufacture proprietary investment products or operate pooled investment vehicles — it selects from publicly available securities and fund offerings to build diversified, long-term portfolios for each client.

### Does IFC Personal Money Managers serve institutional clients or only individuals?

IFC's client base is predominantly individual households, including mass-affluent and high-net-worth investors. There is no public record of the firm managing institutional separate accounts, pension assets, or endowment capital. Its ADV filing classification has historically reflected a retail-focused advisory practice.

### Is IFC Personal Money Managers affiliated with a larger financial institution?

No. The firm operates as an independent registered investment advisor and has no ownership ties to a bank holding company, wirehouse, insurance carrier, or private equity platform. Its independence has been maintained since the 1983 founding without any recorded merger, acquisition, or external capital raise.

## Related profiles

- [IFC Advisors](https://altss.com/profile/ifc-advisors)
- [IFCI](https://altss.com/profile/ifci)

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Last updated: 2026-06-03T20:00:00.000Z

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