IFL Financial Advisors
RIAState 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities48%
- Exchange Traded Equities26%
- Cash & Cash Equivalents13%
- US Government Bonds6%
- Public Funds/Mutual Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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