IFS Group LLC

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Assets, Funds, Holdings

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IFS Group LLC
CRD #328774
SEC #801-129581
CIK #0001716390
AUM $200.0 MM (2024-07-03)
Employees 14 (100% Investors, 100% Brokers)
Phone717-766-1144
Address1205 Manor Drive
Mechanicsburg, PA 17055
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
200160120804002009201420192025
AUM Breakdown Accounts AUM ($MM)
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
D [0001716390]
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Eltekon Advisors LLC
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Firstrust LLC
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Constitution Capital LLC
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The Aranda Group Advisors LLC
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Wolman Wealth Management Inc
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Schlindwein Associates LLC
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