|
⚲
|
| IF Advisors LLC
✚
| |
|---|---|
| CRD # | 309631 |
| SEC # | 801-119256 |
| CIK # | |
| AUM | $302.8 MM (2024-03-12) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 210-200-8878 |
| Address | 18014 Bullis Hill San Antonio, TX 78258 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.6 |
| (b) Individuals (high net worth individuals) | 31 | 91.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 205.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 302.8 |
| By Discretionary | ||
| Discretionary | 184 | 286.6 |
| Non-Discretionary | 11 | 16.2 |
| Total | 195 | 302.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.8 | |
| Total | 195 | 302.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Assets Advisory LLC
✚
|
FL | 0.3 |
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |
|
Prudent Street Financial Advisors LLC
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|
TN | 0.3 |
|
The David J Yvars Group Inc
✚
|
FL | 0.3 |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 0.3 |
|
Financial Decisions LLC
✚
|
NY | 0.3 |
|
Stone Oak Wealth Management LLC
✚
|
TX | 0.3 |
|
Crown Wealth Group LLC
✚
|
NC | 0.3 |
|
LGT Financial Advisors LLC
✚
|
TX | 0.3 |
|
Blueprint Investing LLC
✚
|
CA | 0.3 |