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| IFP Advisors LLC
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| |
|---|---|
| CRD # | 125112 |
| SEC # | 801-69511 |
| CIK # | 0001641866 |
| AUM | $9.8 BB (2024-08-09) |
| Employees | 267 (91% Investors, 100% Brokers) |
| Phone | 813-341-0960 |
| Address | 3030 North Rocky Point Drive West Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| IAU | 0.0 | ||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,168 | 2.6 |
| (b) Individuals (high net worth individuals) | 8,816 | 4.0 |
| (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 | 803 | 2.7 |
| (h) Charitable organizations | 105 | 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 | 499 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 37,391 | 9.8 |
| By Discretionary | ||
| Discretionary | 32,586 | 8.8 |
| Non-Discretionary | 4,805 | 1.0 |
| Total | 37,391 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 37,391 | 9.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001641866] |
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|---|---|---|
|
The Mather Group LLC
✚
|
IL | 10.5 |
|
Ameritas Advisory Services LLC
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|
NE | 10.3 |
|
Circle Wealth Management LLC
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NJ | 10.2 |
|
Fiduciary Counselling Inc
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MN | 9.5 |
|
Bleakley Financial Group LLC
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NJ | 9.2 |
|
Vontobel Swiss Financial Advisers AG
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|
9.0 | |
|
Sentinel Pension Advisors Inc
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|
MA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
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|
MO | 8.9 |
|
GW & Wade LLC
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|
MA | 8.9 |
|
CBIZ Investment Advisory Services LLC
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|
OH | 8.9 |