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INFLECTION FINANCIAL
IF ADVISORS, LLC
CRD 309631 · SEC 801-119256
TX, United States
Phone
210-200-8878
Fax
210-200-8599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$491.4M
Discretionary AUM
$485.4M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $3.0M |
| High net worth individuals | 39 | $195.3M |
| Pension/profit sharing plans | 38 | $293.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD