Independent Fiduciary Services, Inc. is a large advisory firm based in Washington. It manages $1.72 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia and Florida.
Independent Fiduciary Services provides portfolio management for businesses and institutional clients, pension consulting services, and market timing 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 Independent Fiduciary Services, Inc. is $1.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 241% 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 Independent Fiduciary Services, 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.
Winston Churchill has been acting as President since 1 Nov 2000. G Alan Stiles joined the executive team most recently as the Chief Operating Officer.
The principal office where Independent Fiduciary Services, Inc. performs its advisory services is located at 805 15 Th Street Nw, Washington, DC 20005, which is also the mailing address of the firm. An additional office of the firm is in Newark, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-898-2270 or by fax 202-898-1819. The normal business hours are 8:30am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.independentfiduciary.com.