Overview
Assets Under Management: $197 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 109
Average Client Assets: $1 million
Frequently Asked Questions
IFS ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147518), IFS ADVISORS, LLC is subject to fiduciary duty under federal law.
IFS ADVISORS, LLC is headquartered in OVERLAND PARK, KS.
IFS ADVISORS, LLC serves 109 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, IFS ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
IFS ADVISORS, LLC manages $197 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, IFS ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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