Falists
← Back to search

IFS GROUP

IFS GROUP, LLC

CRD 328774 · SEC 801-129581

Visit website

1205 MANOR DRIVE, STE 200, MECHANICSBURG, PA, 17055, United States

Phone

717-766-1144

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$240.0M

Discretionary AUM

$210.0M

Team

6 total employees; 6 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; WRAP FEE PROGRAM

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals195$125.0M
High net worth individuals72$115.0M

States served

PA

All web addresses on file

Official SEC filing: View on IAPD