Founding Member and Chief Compliance Officer · Independent Family Office, LLC
William M. Reickert
CRD 1673416 · Named on Form ADV at one SEC-registered adviser
At a glance
Independent Family Office, LLC, an SEC-registered wealth manager based in Albany, NY with $760 million in regulatory assets, lists William M. Reickert on its Form ADV as Founding Member and Chief Compliance Officer, a control person.
Firms and roles
- Independent Family Office, LLCFounding Member and Chief Compliance OfficerWealth manager · Albany, NY · $760M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Viju P. RajanManaging Member, Independent Family Office, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.