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| Happy Holidays!! thanks for using AUM13F!! |
| IFS Advisors Inc
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| CRD # | 153975 |
| SEC # | 801-80435 |
| CIK # | 0001765617 |
| AUM | $256.7 M (2025-02-03) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 941-907-8888 |
| Address | 6710 Professional Pkwy West Sarasota, FL 34240-8588 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Automatic Data Processing Inc | 0.3 | ||
| Cardinal Health Inc | 0.2 | ||
| VISA Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Deere & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| CrowdStrike Holdings Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 97.4 |
| (b) Individuals (high net worth individuals) | 67 | 155.8 |
| (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 | 3.1 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 845 | 256.7 |
| By Discretionary | ||
| Discretionary | 844 | 255.5 |
| Non-Discretionary | 1 | 1.2 |
| Total | 845 | 256.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.7 | |
| Total | 845 | 256.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765617] |
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0.3 | |
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IN | 0.3 |
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FL | 0.3 |