|
⚲
|
| IF Advisors LLC
✚
|
|
|---|---|
| CRD # | 309631 |
| SEC # | 801-119256 |
| CIK # | 0002109472 |
| AUM | $491.4 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 210-200-8878 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.0 |
| (b) Individuals (high net worth individuals) | 39 | 195.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 293.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 256 | 491.4 |
| By Discretionary | ||
| Discretionary | 246 | 485.4 |
| Non-Discretionary | 10 | 6.0 |
| Total | 256 | 491.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.4 | |
| Total | 256 | 491.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109472] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Symmetry Capital Advisors LLC
✚
|
TX | 0.5 |
|
Fusion Capital LLC
✚
|
SC | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
HANC Wealth Management LLC
✚
|
MI | 0.5 |
|
Tyler Street Capital
✚
|
MA | 0.5 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.5 |
|
Maryland Capital Advisors Inc
✚
|
MD | 0.5 |
|
Redstone Advisors Inc
✚
|
KS | 0.5 |
|
Cypress Financial Planning LLC
✚
|
NJ | 0.5 |
|
Tim Looney Investments LLC
✚
|
FL | 0.5 |