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| IFS Advisors Inc
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| |
|---|---|
| CRD # | 153975 |
| SEC # | 801-80435 |
| CIK # | 0001765617 |
| AUM | $214.5 MM (2024-07-08) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 941-907-8888 |
| Address | 6710 Professional Pkwy West Sarasota, FL 34240-8588 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.4 | |
| ADP | 89,423.0 | 0.2 | |
| V | 419,260.5 | 0.1 | |
| NVDA | 399,550.0 | 0.1 | |
| PG | 338,108.9 | 0.1 | |
| MRK | 232,371.9 | 0.1 | |
| TSLA | 723,390.3 | 0.1 | |
| META | 434,852.0 | 0.1 | |
| XEL | 38,120.3 | 0.1 | |
| AEP | 48,827.8 | 0.1 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 98.9 |
| (b) Individuals (high net worth individuals) | 51 | 112.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 863 | 214.5 |
| By Discretionary | ||
| Discretionary | 862 | 213.4 |
| Non-Discretionary | 1 | 1.0 |
| Total | 863 | 214.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.5 | |
| Total | 863 | 214.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001765617] |
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