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IFC ADVISORS LLC
CRD 332157 · SEC 801-130735
11601 WILSHIRE BLVD, SUITE 1725, LOS ANGELES, CA, 90025, United States
Phone
310-596-1250
Fax
877-545-0275
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.34B
Discretionary AUM
$1.76B
Team
18 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $15.1M |
| High net worth individuals | 270 | $2.08B |
| Pension/profit sharing plans | 15 | $26.5M |
| Charitable organizations | 13 | $154.2M |
| Corporations/business entities | 21 | $69.4M |
States served
AZ, CA, CO, LA, NE, NY, TX
All web addresses on file
Official SEC filing: View on IAPD