IFC PERSONAL MONEY MANAGERS, INC.
Adviser information for IFC PERSONAL MONEY MANAGERS, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 464 | $395.2M |
| Total | 464 | $395.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6 | $4.8M |
| HNW Individuals | 84 | $390.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 90 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-80674 |
|---|---|
| SEC ERA File Number | 801-80674 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126344 |
| Legal Entity Identifier | None |
Principal Office
441 WEST ENDSUITE 1I
NEW YORK
NY
United States
Monday - Friday, 9:00-5:00
Tel: 212-721-8713, Fax: 212-721-8714
Websites
Chief Compliance Officer
GARY HOWARD SCHATSKY
PRESIDENT
441 WEST END
SUITE 1 I
NEW YORK
NY
United States
Tel:
212-721-8713
Fax:
212-721-8714
G***@******************M
(Full email address available in API data)
Industry Affiliates
| GARY SCHATSKY | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHATSKY, GARY, HOWARD | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT | 01/2013 | > 75% |