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| Happy Holidays!! thanks for using AUM13F!! |
| IFS Advisors LLC
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| CRD # | 147518 |
| SEC # | 801-111935 |
| CIK # | 0001765617 |
| AUM | $197.5 M (2025-02-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 913-402-2020 |
| Address | 7101 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001765617 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Automatic Data Processing Inc | 0.3 | ||
| Cardinal Health Inc | 0.2 | ||
| VISA Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Deere & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| CrowdStrike Holdings Inc | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 82.2 |
| (b) Individuals (high net worth individuals) | 109 | 115.3 |
| (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 | 0 | 0.0 |
| (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 | 894 | 197.5 |
| By Discretionary | ||
| Discretionary | 894 | 197.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 894 | 197.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.5 | |
| Total | 894 | 197.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765617] |
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|---|---|---|
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ID | 0.2 |
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Primoris Wealth Advisors LLC
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Bay Capital Advisors LLC
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VA | 0.2 |
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Terra Nova Asset Management LLC
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Archetype Advisors LLC
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PA | 0.2 |