Overview
Assets Under Management: $210 million
Headquarters: MECHANICSBURG, PA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
IFS GROUP, 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 #328774), IFS GROUP, LLC is subject to fiduciary duty under federal law.
IFS GROUP, LLC is headquartered in MECHANICSBURG, PA.
IFS GROUP, LLC serves 59 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, IFS GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
IFS GROUP, LLC manages $210 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, IFS GROUP, 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
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 297
Discretionary Accounts: 174
Non-Discretionary Accounts: 123
Regulatory Filings
CRD Number: 328774
Last Filing Date: 2025-01-29 00:00:00
Website: https://ifsgroup1.com