Ifc Personal Money Managers, Inc.
● SEC registered since 2014CRD 126344SEC# 801-80674New York, NY
Reg. AUM
$450.9M
Employees
4
Accounts
515
Location
New York, NY
Ifc Personal Money Managers, Inc. assets under management
Ifc Personal Money Managers, Inc. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2014. It reports $450.9 million in regulatory assets under management and employs 4 people.
Ifc Personal Money Managers, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carole Rita Simonetti | Shareholder | 5-10% | 1982 |
| Eric G Edwards | Shareholder | 10-25% | 1982 |
| Gary Howard Schatsky Control | Chief Compliance Officer, President | Over 75% | 2013 |
Frequently asked questions
How much does Ifc Personal Money Managers, Inc. manage?
Ifc Personal Money Managers, Inc. reports $450.9 million in regulatory assets under management on its Form ADV.
How many employees does Ifc Personal Money Managers, Inc. have?
Ifc Personal Money Managers, Inc. reports 4 employees.
Where is Ifc Personal Money Managers, Inc. located?
Ifc Personal Money Managers, Inc. is based in New York, NY and has been SEC-registered since 2014.
Does Ifc Personal Money Managers, Inc. disclose fund performance?
Ifc Personal Money Managers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 441 West End, Suite 1i, New York, NY 10024 |
| Phone | 212-721-8713 |
| Fax | 212-721-8714 |
| Office hours | 9:00-5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$450.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$450.9Mregulatory AUM
Discretionary $0Non-discretionary $450.9M