Ifs Advisors, Inc.

Ifs Advisors, Inc. (CRD# 153975) is a financial advisory firm headquartered in Sarasota, FL. They manage $214,451,976 in 863 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
6710 Professional Pkwy West, Suite 203, Sarasota, FL 34240
https://www.investmentfinancial.net/
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $248,496
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IN, MA, NY, OH, TX

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

Daniel Wolff (CRD# 2149200) is an Investment Advisor Representative working at Ifs Advisors, Inc. in Sarasota, FL and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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