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INDEPENDENT FAMILY OFFICE, LLC

Company Details

Name: INDEPENDENT FAMILY OFFICE, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Jan 2005 (20 years ago)
Entity Number: 3146655
ZIP code: 12207
County: Albany
Place of Formation: New York
Address: 677 BROADWAY 7TH FLOOR, ALBANY, NY, United States, 12207

DOS Process Agent

Name Role Address
INDEPENDENT FAMILY OFFICE, LLC DOS Process Agent 677 BROADWAY 7TH FLOOR, ALBANY, NY, United States, 12207

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001756485
Phone:
(518) 452-8050

Latest Filings

Form type:
13F-HR
File number:
028-19927
Filing date:
2025-02-10
File:
Form type:
13F-HR
File number:
028-19927
Filing date:
2024-11-14
File:
Form type:
N-PX
File number:
028-19927
Filing date:
2024-08-19
File:
Form type:
13F-HR
File number:
028-19927
Filing date:
2024-08-14
File:
Form type:
13F-HR
File number:
028-19927
Filing date:
2024-04-29
File:

Form 5500 Series

Employer Identification Number (EIN):
202160539
Plan Year:
2023
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
16
Sponsors Telephone Number:

History

Start date End date Type Value
2019-01-04 2025-01-02 Address 677 BROADWAY 7TH FLOOR, ALBANY, NY, 12207, USA (Type of address: Service of Process)
2006-12-22 2019-01-04 Address 123 GREAT OAKS BLVD, PO BOX 3977, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2006-02-02 2006-12-22 Address PO BOX 3977, ALBANY, NY, 12203, USA (Type of address: Service of Process)
2005-01-06 2006-02-02 Address P.O. BOX 11130, ALBANY, NY, 12211, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250102005751 2025-01-02 BIENNIAL STATEMENT 2025-01-02
230109000611 2023-01-09 BIENNIAL STATEMENT 2023-01-01
210104061374 2021-01-04 BIENNIAL STATEMENT 2021-01-01
190104060066 2019-01-04 BIENNIAL STATEMENT 2019-01-01
170106006145 2017-01-06 BIENNIAL STATEMENT 2017-01-01

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
278300.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
90240379
Mark:
IFO INDEPENDENT FAMILY OFFICE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-10-07
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
IFO INDEPENDENT FAMILY OFFICE

Goods And Services

For:
Financial services, namely, wealth management services for high net worth families; Financial planning and advisory services, namely, income tax planning services, investment planning services, estate planning services, income tax planning services, financial reporting and compliance services, negot...
First Use:
2005-01-06
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90240345
Mark:
INDEPENDENT FAMILY OFFICE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-10-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
INDEPENDENT FAMILY OFFICE

Goods And Services

For:
Financial services, namely, wealth management services for high net worth families; Financial planning and advisory services, namely, income tax planning services, investment planning services, estate planning services, income tax planning services, financial reporting and compliance services, negot...
First Use:
2005-01-06
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 29 Mar 2025

Sources: New York Secretary of State