Updated October 20, 2023
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IFAM Capital

Investment Advisor Firm
Total assets under management$1.5B
Years in business10+

About IFAM Capital

IFAM Capital is where individuals find tailored financial guidance. Their approach is rooted in real-world experience and individualized expertise, recognizing that everyone has unique goals — be it wealth growth, protection, or wealth transfer across generations.

What sets IFAM Capital apart is their practical wisdom derived from facing life's significant milestones. They've navigated college expenses, cared for aging parents, and planned for business succession and retirement. This wealth of firsthand experience equips them with a deeper understanding of the challenges you face.

Their asset management isn't a one-size-fits-all solution. IFAM Capital offers active and thoughtful asset management, focusing on delivering results aligned with your goals while mitigating risks. Their approach involves transparent communication, keeping you informed and providing comprehensive progress reports.

With applied experience and a customized portfolio approach tailored to your needs and risk tolerance, IFAM Capital helps you invest with confidence.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Asset Management
  2. Customized Portfolio
  3. Financial Planning

More about IFAM Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1750846

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than IFAM Capital.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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