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firm profile

Independent Family Office, LLC

RIA Albany, NY CRD 144811 Last verified October 2026

Overview

Independent Family Office, LLC is an SEC registered investment adviser based in Albany, NY, registered since 2012. It reports $76M in assets under management across 198 accounts, with 19 employees. It has 3 investment adviser representatives.

Reported AUM
$76M
Discretionary
100%
Accounts
198
Average account
$3.8M
Employees
19
Advisory reps
3
Registered since
2012
Jurisdictions
2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
Fee structure
Fixed Fees and Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 3

Location

Headquarters
677 Broadway Ste 7
Albany, NY 12207
County
Albany
Metro area
Albany-Schenectady-Troy, NY
Region
Northeast

Registrations

  • SEC registered
  • Registered in 2 jurisdictions
  • Website: ifollc.com

Every state, with registration dates

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