IFS ADVISORS, INC

IFS ADVISORS, INC of SARASOTA, FL is an SEC-registered investment adviser (CRD 153975). Regulatory assets under management: $256.7M.

Registration

• CRD: 153975
• SEC file number: 801-80435
• Type: Registered investment adviser
• Location: 6710 PROFESSIONAL PKWY WEST, SUITE 203, SARASOTA, FL, 34240-8588
• Phone: 941-907-8888
• Latest filing: 2025-02-03
• Regulatory AUM: $256.7M
• Discretionary AUM: $255.5M
• Non-discretionary AUM: $1.2M
• Clients: 3
• Accounts: 845

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 153975 on SEC IAPD (source of record)
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