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Home > Retirement Planners > florida > sarasota > IFS ADVISORS, INC
IFS ADVISORS, INC
6710 Professional Pkwy West
Suite 203
Sarasota, Florida 34240-8588
Tel: 941-907-8888
About IFS ADVISORS, INC
IFS ADVISORS, INC, formally registered with the SEC as IFS ADVISORS, INC. The firm was established in 10/20/2014. They have over 1 offices throughout the country.
IFS ADVISORS, INC is a Sarasota, Florida based Financial Planning firm with nearly $256,706,698 assets under management, offering retirement planning & investment advisory services to 845 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153975 |
| SEC# | 801-80435 |
| Assets Managed by Firm | $256,706,698 |
| No. of Clients | 845 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 845 | $256,706,698 |
| Individuals (other than high net worth individuals) | 226 | $97,374,031 |
| High net worth individuals | 67 | $155,846,334 |
| Charitable organizations | Fewer than 5 clients | $3,090,402 |
| Corporations or other businesses | Fewer than 5 clients | $395,931 |
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|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
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| $92,968,371,160 | 146 | 264 |
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