Independent Fund Advisors Of Vermont Inc (Rutland)

Name: Independent Fund Advisors Of Vermont Inc
Address: 87 N Main Street, Rutland, VT, 05701 3257
Telephone: 802-773-0674

Independent Fund Advisors Of Vermont Inc is an adviser based in Rutland. It manages $7.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Vermont.

Independent Fund Advisors Of Vermont provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Independent Fund Advisors Of Vermont: assets under management

The assets under management (AUM) of Independent Fund Advisors Of Vermont Inc is $7.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $7.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Independent Fund Advisors Of Vermont Inc for their services and products based on a percentage of assets under management. 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.

Careers at Independent Fund Advisors Of Vermont Inc

Marvin Brian Elliott has been acting as President since 1 May 2000. William Harry Hahn joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Harry Hahn	Treasurer	1 May 2000	50% - 75%	4377306
Marvin Brian Elliott	President	1 May 2000	50% - 75%	4377318

Based in Rutland

The principal office where Independent Fund Advisors Of Vermont Inc performs its advisory services is located at 87 N Main Street, Rutland, VT 05701 3257, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 802-773-0674 or by fax 802-773-2392. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at www.taxfreevt.com.