Ifs Advisors, Inc.

Ifs Advisors, Inc. (CRD# 153975) is a financial advisory firm headquartered in Sarasota, FL. They manage $105,709,211 in 532 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $198,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, OH, TX

Financial Advisors at Ifs Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel J. Wolff
CRD#: 2149200
6710 Professional Pkwy W, Suite 203, Sarasota, FL 34240
86
Wealthminder
score

Daniel Wolff (CRD# 2149200) is an Investment Advisor Representative working at Ifs Advisors, Inc. in Sarasota, FL and has over 21 years of experience in the finance industry.

2
Jack R. Wolff
CRD#: 1266815
6710 Professional Pkwy W, Suite 203, Sarasota, FL 34240
63
Wealthminder
score

Jack Wolff (CRD# 1266815) is an Investment Advisor Representative working at Ifs Advisors, Inc. in Sarasota, FL and has over 15 years of experience in the finance industry.

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