The IFS ADVISORY is a privately held investment adviser that advises $1.1Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. IFS ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 786.21% over the last 5-years.
The Group has been registered with the SEC for 13.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 3424 PEACHTREE ROAD NE SUITE 2200, ATLANTA, GEORGIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 35 employees comprised of 30 investment and 5 non-investment staff. The total number of Employees increased by 29.63% over the last 5-years.
Their $1.1Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 98 other accounts. Assets of Charitable Organizations clients own $437.3mn or 39.76% of Total Assets and Individuals own $368.62mn or 33.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
IFS ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.