Ifc Advisory, Inc. (Culver City)

Name: Ifc Advisory, Inc.
Address: 6101 W Centinela Ave, Culver City, CA, 90230
Telephone: 310-665-0570

Ifc Advisory, Inc. is a large advisory firm based in Culver City. It manages $45.52 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Massachusetts.

Ifc Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ifc Advisory: assets under management

The assets under management (AUM) of Ifc Advisory, Inc. is $45.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $459.79 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ifc Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ifc Advisory, Inc.

Gary Jay Caine has been acting as President since 1 Mar 2003. Inc California Wealth Management Group joined the executive team most recently as the N/A.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Jay Caine	President	1 Mar 2003	75% - 100%	2432933
Gary J. Caine	Invest. committee	1 Mar 2003	Other	2432933
Inc California Wealth Management Group	N/a	1 Jul 2004	75% - 100%	20-1286682
Heath M. Biddlecome	Principal	1 Jul 2004	75% - 100%	2353709

Based in Culver City

The principal office where Ifc Advisory, Inc. performs its advisory services is located at 6101 W Centinela Ave, Culver City, CA 90230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-665-0570 or by fax 310-665-0579. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bruckandcaine.com.