Ifps

Overview

Ifps is organized as a corporation operating as an independent broker-dealer that focuses on serving individual and family clients. The firm is SEC-registered (registration year shown as 2025) and reports offering both brokerage services and advisory work, with stated advisory activities including financial planning and portfolio management for individuals and small businesses. Its reported fee approach combines percentage-of-AUM charges with hourly fees. Filings indicate ownership by a mix of a domestic entity and an individual, and the firm does not identify itself as an active ESG investor. Ifps is affiliated with broker-dealer and insurance industry partners and does not position itself as a capital allocator. That said, its filings show that it places client capital into third-party investment managers and traditional pooled products (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices