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IFS Group LLC
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CRD # | 328774 |
SEC # | 801-129581 |
CIK # | 0001716390 |
AUM | $200.0 MM (2024-07-03) |
Employees | 14 (100% Investors, 100% Brokers) |
Phone | 717-766-1144 |
Address | 1205 Manor Drive Mechanicsburg, PA 17055 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 180 | 90.0 |
(b) Individuals (high net worth individuals) | 55 | 110.0 |
(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 | 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 | 290 | 200.0 |
By Discretionary | ||
Discretionary | 165 | 160.0 |
Non-Discretionary | 125 | 40.0 |
Total | 290 | 200.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 200.0 | |
Total | 290 | 200.0 |
EDGAR Form | CIK | 2011 - 2024 |
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D | [0001716390] |
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