INDEPENDENT FAMILY OFFICE, LLC
CRD #144811 SEC #801-74757 ALBANY, NY 518-452-8050
SEC Registered
Total AUM
$617.8M
Discretionary
$617.8M
Employees
18
Clients
26
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $617.8M | $617.8M | $0 | 18 | 0 |
| Oct 2024 | $556.4M | $556.3M | $17.1K | 15 | 0 |
| Mar 2024 | $556.4M | $556.3M | $17.1K | 15 | 0 |
| Mar 2023 | $525.8M | $525.6M | $161K | 13 | 0 |
| Jun 2022 | $508.2M | $507.9M | $298.3K | 13 | 1 |
| Mar 2022 | $508.2M | $507.9M | $298.3K | 13 | 1 |
| Mar 2021 | $492.1M | $491.7M | $346.5K | 15 | 1 |
| Sep 2020 | $476M | $475.5M | $497.7K | 16 | 0 |
| Jun 2020 | $476M | $475.5M | $497.7K | 16 | 0 |
| Mar 2020 | $476M | $475.5M | $497.7K | 16 | 0 |
| Mar 2019 | $405.8M | $404.6M | $1.2M | 13 | 0 |
| Oct 2018 | $342.5M | $251.5M | $91M | 13 | 0 |
| Sep 2018 | $342.5M | $251.5M | $91M | 13 | 0 |
| Mar 2018 | $342.5M | $251.5M | $91M | 13 | 0 |
| Mar 2017 | $320.2M | $239.2M | $81.1M | 15 | 11 |
| Sep 2016 | $219.6M | $136.8M | $82.8M | 11 | 11 |
| Aug 2016 | $219.6M | $136.8M | $82.8M | 11 | 11 |
| Mar 2016 | $219.6M | $136.8M | $82.8M | 11 | 11 |
| Mar 2015 | $213M | $121.3M | $91.7M | 9 | 1 |
| Mar 2014 | $195.1M | $106.5M | $88.6M | 8 | 1 |
| Feb 2014 | $195.1M | $106.5M | $88.6M | 8 | 1 |
| Jul 2013 | $144.1M | $70.9M | $73.2M | 7 | 1 |
| Mar 2013 | $144.1M | $70.9M | $73.2M | 7 | 1 |
| Mar 2012 | $152.4M | $73.9M | $78.5M | 6 | 1 |
DateMar 2025
Total AUM$617.8M
Discretionary$617.8M
Non-Disc.$0
Employees18
Clients0
DateOct 2024
Total AUM$556.4M
Discretionary$556.3M
Non-Disc.$17.1K
Employees15
Clients0
DateMar 2024
Total AUM$556.4M
Discretionary$556.3M
Non-Disc.$17.1K
Employees15
Clients0
DateMar 2023
Total AUM$525.8M
Discretionary$525.6M
Non-Disc.$161K
Employees13
Clients0
DateJun 2022
Total AUM$508.2M
Discretionary$507.9M
Non-Disc.$298.3K
Employees13
Clients1
DateMar 2022
Total AUM$508.2M
Discretionary$507.9M
Non-Disc.$298.3K
Employees13
Clients1
DateMar 2021
Total AUM$492.1M
Discretionary$491.7M
Non-Disc.$346.5K
Employees15
Clients1
DateSep 2020
Total AUM$476M
Discretionary$475.5M
Non-Disc.$497.7K
Employees16
Clients0
DateJun 2020
Total AUM$476M
Discretionary$475.5M
Non-Disc.$497.7K
Employees16
Clients0
DateMar 2020
Total AUM$476M
Discretionary$475.5M
Non-Disc.$497.7K
Employees16
Clients0
DateMar 2019
Total AUM$405.8M
Discretionary$404.6M
Non-Disc.$1.2M
Employees13
Clients0
DateOct 2018
Total AUM$342.5M
Discretionary$251.5M
Non-Disc.$91M
Employees13
Clients0
DateSep 2018
Total AUM$342.5M
Discretionary$251.5M
Non-Disc.$91M
Employees13
Clients0
DateMar 2018
Total AUM$342.5M
Discretionary$251.5M
Non-Disc.$91M
Employees13
Clients0
DateMar 2017
Total AUM$320.2M
Discretionary$239.2M
Non-Disc.$81.1M
Employees15
Clients11
DateSep 2016
Total AUM$219.6M
Discretionary$136.8M
Non-Disc.$82.8M
Employees11
Clients11
DateAug 2016
Total AUM$219.6M
Discretionary$136.8M
Non-Disc.$82.8M
Employees11
Clients11
DateMar 2016
Total AUM$219.6M
Discretionary$136.8M
Non-Disc.$82.8M
Employees11
Clients11
DateMar 2015
Total AUM$213M
Discretionary$121.3M
Non-Disc.$91.7M
Employees9
Clients1
DateMar 2014
Total AUM$195.1M
Discretionary$106.5M
Non-Disc.$88.6M
Employees8
Clients1
DateFeb 2014
Total AUM$195.1M
Discretionary$106.5M
Non-Disc.$88.6M
Employees8
Clients1
DateJul 2013
Total AUM$144.1M
Discretionary$70.9M
Non-Disc.$73.2M
Employees7
Clients1
DateMar 2013
Total AUM$144.1M
Discretionary$70.9M
Non-Disc.$73.2M
Employees7
Clients1
DateMar 2012
Total AUM$152.4M
Discretionary$73.9M
Non-Disc.$78.5M
Employees6
Clients1