Ifc And Insurance Marketing, Inc.
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 283976
· SEC file 801-133751
· Auburn, CA
· IFCINS.COM
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $173M
- Discretionary
- $173M
- Clients
- 1,050
- Avg AUM / client
- $165K
- Accounts
- 1,421
- Employees
- 7
AUM over time
$110M
$173M
May 27, 2025
Jun 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,020 | $129M | 74.2% |
| High net worth individuals | 28 | $44.8M | 25.8% |
| Charitable organizations | 2 | $36.9K | 0.02% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garrett Sterling Konrad | Registered representative | Aug 2016 (10y) | ||
| Peter Guenther Konrad | Registered representative | Aug 2016 (10y) | ||
| Ira Joseph Starr | Registered representative | Jan 2020 (7y) | ||
| Jason L Sherman | Registered representative | Aug 2022 (4y) | ||
| Rebecca A Harper | Registered representative | Aug 2024 (2y) | ||
| Natalie Litchfield | Registered representative | Jan 2025 (2y) | ||
| Evan Naves | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗