Ifc and Insurance Marketing, Inc.
● SEC registered since 2025CRD 283976SEC# 801-133751Auburn, CA
Reg. AUM
$173.5M
Employees
7
Accounts
1,421
Location
Auburn, CA
About Ifc and Insurance Marketing
IFC and Insurance Marketing provides wealth management, business succession, and family legacy planning with a personal CFO-style approach. It stresses relationship-driven advice, efficient processes, and moving clients from written plans to living strategies.
Summary based on the firm’s website.
Ifc and Insurance Marketing, Inc. assets under management
Ifc and Insurance Marketing, Inc. is an SEC-registered investment adviser based in Auburn, CA. The firm has been registered since 2025. It reports $173.5 million in regulatory assets under management and employs 7 people.
Ifc and Insurance Marketing, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett Sterling Konrad Control | Chief Compliance Officer | 10-25% | 2016 |
| Peter Guenther Konrad Control | President | Over 75% | 2001 |
Frequently asked questions
How much does Ifc and Insurance Marketing, Inc. manage?
Ifc and Insurance Marketing, Inc. reports $173.5 million in regulatory assets under management on its Form ADV.
How many employees does Ifc and Insurance Marketing, Inc. have?
Ifc and Insurance Marketing, Inc. reports 7 employees.
Where is Ifc and Insurance Marketing, Inc. located?
Ifc and Insurance Marketing, Inc. is based in Auburn, CA and has been SEC-registered since 2025.
Does Ifc and Insurance Marketing, Inc. disclose fund performance?
Ifc and Insurance Marketing, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 102 el Dorado St., Auburn, CA 95603 |
| Phone | 530-886-8550 |
| Fax | 866-554-9484 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.5M▲ 57%
May '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$173.5Mregulatory AUM
Discretionary $173.5M