IFL FINANCIAL ADVISORS

IFL FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 152713). Regulatory assets under management: $30.7M.

Registration

• CRD: 152713
• Type: Registered investment adviser
• Phone: 714-595-8630
• Latest filing: 2026-03-30
• Regulatory AUM: $30.7M
• Discretionary AUM: $30.7M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search