IFC PERSONAL MONEY MANAGERS, INC.
CRD #126344 SEC #801-80674 NEW YORK, NY 212-721-8713
SEC Registered
Total AUM
$401.8M
Discretionary
$0
Employees
4
Clients
101
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $401.8M | $0 | $401.8M | 4 | 90 |
| Mar 2025 | $401.8M | $0 | $401.8M | 4 | 90 |
| Sep 2024 | $395.2M | $0 | $395.2M | 4 | 90 |
| Sep 2024 | $395.2M | $0 | $395.2M | 4 | 90 |
| Jun 2024 | $395.2M | $0 | $395.2M | 4 | 90 |
| Apr 2024 | $395.2M | $0 | $395.2M | 4 | 90 |
| Mar 2024 | $395.2M | $0 | $395.2M | 4 | 90 |
| Mar 2023 | $278M | $0 | $278M | 3 | 90 |
| Apr 2022 | $240M | $0 | $240M | 3 | 80 |
| Mar 2022 | $240M | $0 | $240M | 3 | 80 |
| Mar 2021 | $172M | $0 | $172M | 3 | 100 |
| Mar 2021 | $172M | $0 | $172M | 3 | 100 |
| Jun 2020 | $149M | $0 | $149M | 4 | 100 |
| Mar 2020 | $149M | $0 | $149M | 4 | 100 |
| Nov 2019 | $137M | $0 | $137M | 2 | 150 |
| Mar 2019 | $137M | $0 | $137M | 2 | 150 |
| Jan 2019 | $99M | $0 | $99M | 3 | 200 |
| Mar 2018 | $99M | $0 | $99M | 3 | 200 |
| Jun 2017 | $90M | $0 | $90M | 2 | 200 |
| Mar 2017 | $90M | $0 | $90M | 2 | 200 |
| Sep 2016 | $80M | $0 | $80M | 4 | 200 |
| Mar 2016 | $80M | $0 | $80M | 4 | 200 |
| Aug 2015 | $40M | $0 | $40M | 2 | 200 |
| Mar 2015 | $40M | $0 | $40M | 2 | 200 |
| Dec 2014 | $40M | $0 | $40M | 2 | 200 |
| Dec 2014 | $40M | $0 | $40M | 2 | 200 |
| Nov 2014 | $40M | $0 | $40M | 2 | 200 |
| Nov 2014 | $40M | $0 | $40M | 2 | 200 |
DateApr 2025
Total AUM$401.8M
Discretionary$0
Non-Disc.$401.8M
Employees4
Clients90
DateMar 2025
Total AUM$401.8M
Discretionary$0
Non-Disc.$401.8M
Employees4
Clients90
DateSep 2024
Total AUM$395.2M
Discretionary$0
Non-Disc.$395.2M
Employees4
Clients90
DateSep 2024
Total AUM$395.2M
Discretionary$0
Non-Disc.$395.2M
Employees4
Clients90
DateJun 2024
Total AUM$395.2M
Discretionary$0
Non-Disc.$395.2M
Employees4
Clients90
DateApr 2024
Total AUM$395.2M
Discretionary$0
Non-Disc.$395.2M
Employees4
Clients90
DateMar 2024
Total AUM$395.2M
Discretionary$0
Non-Disc.$395.2M
Employees4
Clients90
DateMar 2023
Total AUM$278M
Discretionary$0
Non-Disc.$278M
Employees3
Clients90
DateApr 2022
Total AUM$240M
Discretionary$0
Non-Disc.$240M
Employees3
Clients80
DateMar 2022
Total AUM$240M
Discretionary$0
Non-Disc.$240M
Employees3
Clients80
DateMar 2021
Total AUM$172M
Discretionary$0
Non-Disc.$172M
Employees3
Clients100
DateMar 2021
Total AUM$172M
Discretionary$0
Non-Disc.$172M
Employees3
Clients100
DateJun 2020
Total AUM$149M
Discretionary$0
Non-Disc.$149M
Employees4
Clients100
DateMar 2020
Total AUM$149M
Discretionary$0
Non-Disc.$149M
Employees4
Clients100
DateNov 2019
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees2
Clients150
DateMar 2019
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees2
Clients150
DateJan 2019
Total AUM$99M
Discretionary$0
Non-Disc.$99M
Employees3
Clients200
DateMar 2018
Total AUM$99M
Discretionary$0
Non-Disc.$99M
Employees3
Clients200
DateJun 2017
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees2
Clients200
DateMar 2017
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees2
Clients200
DateSep 2016
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees4
Clients200
DateMar 2016
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees4
Clients200
DateAug 2015
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients200
DateMar 2015
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients200
DateDec 2014
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients200
DateDec 2014
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients200
DateNov 2014
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients200
DateNov 2014
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients200