Overview
Assets Under Management: $197 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 109
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.37
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 894
Discretionary Accounts: 894
Regulatory Filings
CRD Number: 147518
Last Filing Date: 2025-02-21 00:00:00
Website: https://ifsadvisors.com