ILS Financial, LLC

Overview

ILS Financial, LLC is an independent, privately owned registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its client billing mixes asset‑based fees with hourly and fixed‑fee engagements, and the firm is organized around a single owner rather than an institutional ownership structure. The firm is not characterized as an active ESG investor and is not identified as a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices