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⚲
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| IFS Group LLC
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|
|---|---|
| CRD # | 328774 |
| SEC # | 801-129581 |
| CIK # | 0001716390 |
| AUM | $210.0 M (2025-01-29) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 717-766-1144 |
| Address | 1205 Manor Drive Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 95.0 |
| (b) Individuals (high net worth individuals) | 59 | 115.0 |
| (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 | 297 | 210.0 |
| By Discretionary | ||
| Discretionary | 174 | 170.0 |
| Non-Discretionary | 123 | 40.0 |
| Total | 297 | 210.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.0 | |
| Total | 297 | 210.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001716390] |
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