Overview
Assets Under Management: $210 million
Headquarters: MECHANICSBURG, PA
High-Net-Worth Clients: 59
Average Client Assets: $2 million
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