IF Advisors LLC

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Assets, Funds, Holdings

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IF Advisors LLC
CRD #309631
SEC #801-119256
CIK #0002109472
AUM 491.4 M (2026-03-31)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone210-200-8878
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
50040030020010002010201520212027
Sector Form 13F Holdings Value ($M)
Tesla Motors Inc 1.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
15012090603002025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 15 3.0
(b) Individuals (high net worth individuals) 39 195.3
(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 38 293.1
(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 256 491.4
By Discretionary
Discretionary 246 485.4
Non-Discretionary 10 6.0
Total 256 491.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 491.4
Total 256 491.4
EDGAR Form CIK 2011 - 2026
13F-HR [0002109472]
Firm Profile (Form ADV)
Clients1
ServesInstitutional, Retail
Comparable Firms State AUM
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Monetary Management Group Inc
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Paces Ferry Wealth Advisors LLC
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Maryland Capital Advisors Inc
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Redstone Advisors Inc
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Cypress Financial Planning LLC
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Tim Looney Investments LLC
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