IFS ADVISORS, INC
Adviser information for IFS ADVISORS, INC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 862 | $213.4M |
| Non-Discretionary | 1 | $1.0M |
| Total | 863 | $214.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 303 | $98.9M |
| HNW Individuals | 51 | $112.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $2.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $333,292 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-80435 |
|---|---|
| SEC ERA File Number | 801-80435 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153975 |
| Legal Entity Identifier | None |
Principal Office
6710 PROFESSIONAL PKWY WESTSUITE 203
SARASOTA
FL
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 941-907-8888, Fax: 941-907-8848
Chief Compliance Officer
DANIEL JAY WOLFF
PRESIDENT
6710 PROFESSIONAL PKWY WEST
SUITE 203
SARASOTA
FL
United States
Tel:
941-907-8888
Fax:
941-907-8848
D*****@**********************T
(Full email address available in API data)
Regulatory Contact
SAMANTHA CUMMINGS
OFFICE ASSISTANT
6710 PROFESSIONAL PKWY WEST
SUITE 203
SARASOTA
FL
United States
Tel:
941-907-8888
Fax:
941-907-8848
S********@**********************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOLFF, DANIEL, JAY | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | 03/2010 | > 75% |