IFL Financial Advisors

RIASEC Registered
Total AUM
$30.7M
Discretionary
$30.7M
100% of AUM
Avg account
$1.1M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
152713
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.71%
  • Other10.37%
  • Individuals8%
  • Pension & Profit Sharing Plans0.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

IFL Financial Advisors is an independent, sole-proprietor registered investment adviser that provides discretionary portfolio management primarily to individuals, families and small-business clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on managing investment portfolios rather than pension consulting or institutional advisory mandates. It does not position itself as an ESG-focused manager, is not structured as a multi-state adviser, and does not identify as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 48%, Exchange Traded Equities 26%, Cash & Cash Equivalents 13%, US Government Bonds 6%, Public Funds/Mutual Funds 5%, Investment Grade Corp Bonds 2%48%
  • Non-Exchange Traded Equities48%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents13%
  • US Government Bonds6%
  • Public Funds/Mutual Funds5%

Contacts

1 of 1
  • Gary Grinsell

    Gary Grinsell

    PrincipalCRD 5749931

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth