Ifs Advisors, Inc
CRD 153975SEC# 801-80435Sarasota, FL
No longer SEC-registered. Ifs Advisors, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$256.7M
Employees
3
Accounts
845
Location
Sarasota, FL
Ifs Advisors, Inc assets under management
Ifs Advisors, Inc is a registered investment adviser overseen by the SEC based in Sarasota, FL. It reports $256.7 million in regulatory assets under management and employs 3 people.
Ifs Advisors, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jay Wolff Control | President/Chief Compliance Officer/Treasurer | Over 75% | 2010 |
Frequently asked questions
How much does Ifs Advisors, Inc manage?
Ifs Advisors, Inc reports $256.7 million in regulatory assets under management on its Form ADV.
How many employees does Ifs Advisors, Inc have?
Ifs Advisors, Inc reports 3 employees.
Where is Ifs Advisors, Inc located?
Ifs Advisors, Inc is based in Sarasota, FL.
Does Ifs Advisors, Inc disclose fund performance?
Ifs Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6710 Professional Pkwy West, Suite 203, Sarasota, FL 34240-8588 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$256.7MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$256.7Mregulatory AUM
Discretionary $255.5MNon-discretionary $1.2M