Ifc Retirement Advisors, Inc. is an investment adviser to a business development company based in El Segundo. It manages $7.63 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Ifc Retirement Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ifc Retirement Advisors, Inc. is $7.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ifc Retirement Advisors, 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.
Gary Jay Caine has been acting as President since 1 Jul 2004. Eric Michael Verling joined the executive team most recently as the Principal.
The principal office where Ifc Retirement Advisors, Inc. performs its advisory services is located at 2301 Rosecrans Avenue, El Segundo, CA 90245, which is also the mailing address of the firm. An additional office of the firm is in Reno, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-297-9600 or by fax 310-742-0300. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.ifcretirement.com.