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INDEPENDENT FAMILY OFFICE, LLC
CRD 144811File 801-74757
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$760.1M
Above cohort median (national)
Discretionary AUM
$760.1M
Non-discretionary $29K
Clients
43
198 accounts
Employees
19
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 16, 2012
- Principal office
- 677 BROADWAY, 7TH FLOOR, ALBANY, NY, 12207
- Phone
- 518-452-8050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $760.1M
- Discretionary AUM
- $760.1M
- Non-discretionary AUM
- $29K
- Discretionary accounts
- 197
- Non-discretionary accounts
- 1
- Total accounts
- 198
- AUM per client
- $17.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $760.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.