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| IFS Group LLC
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|---|---|
| CRD # | 328774 |
| SEC # | 801-129581 |
| CIK # | 0002087139, 0001716390 |
| AUM | 240.0 M (2026-02-23) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 717-766-1144 |
| Address | 1205 Manor Drive Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 3.0 | ||
| Nvidia Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Apple Inc | 1.7 | ||
| Microsoft Corp | 1.7 | ||
| Cheniere Energy Inc | 1.3 | ||
| Goldman Sachs Group Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 125.0 |
| (b) Individuals (high net worth individuals) | 72 | 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 | 344 | 240.0 |
| By Discretionary | ||
| Discretionary | 254 | 210.0 |
| Non-Discretionary | 90 | 30.0 |
| Total | 344 | 240.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.0 | |
| Total | 344 | 240.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001716390] | |
| 13F-HR | [0002087139] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
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