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IFC and Insurance Marketing Inc

EST. AUM
$173,456,003

CONTACTS
3

CLIENT ACCOUNTS
1,421

Firm Details

Metro area Sacramento
CRD Number 283976
Website ifcins.com
Client types

Overview

Integrated Financial Concepts (IFC) is a fiduciary financial advisory firm based in Auburn, California, founded in 2000 by Peter G. Konrad, specialising in holistic financial planning, wealth management, business succession strategies, and advanced tax-efficient retirement solutions for individuals, families, and closely held businesses nationwide. Operating as a Registered Investment Adviser (RIA), IFC adheres to the fiduciary standard of putting clients’ interests first, offering flexible compensation options including hourly, flat, and asset-based fees. Led by Peter Konrad and Garrett S. Konrad, the firm emphasizes transparency, creativity, and client-centric planning, while also maintaining a strong commitment to community engagement by supporting numerous nonprofit organizations each year.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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