IFC HOLDINGS, INC.
Legal name: INVEST FINANCIAL CORPORATION
CRD #12984 SEC #801-56411 TAMPA, FL 813-880-5302
SEC Registered Broker-Dealer Disclosures
Total AUM
--
Discretionary
--
Employees
20
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $4.1B | $2.4B | $1.7B | 987 | 35,059 |
| Aug 2017 | $4.1B | $2.4B | $1.7B | 987 | 35,059 |
| Jul 2017 | $4.1B | $2.4B | $1.7B | 987 | 35,059 |
| Jul 2017 | $4.1B | $2.4B | $1.7B | 987 | 35,059 |
| Apr 2017 | $4.1B | $2.4B | $1.7B | 987 | 35,059 |
| Mar 2017 | $4.1B | $2.4B | $1.7B | 987 | 35,059 |
| Mar 2017 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Mar 2017 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Dec 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Nov 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Oct 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Sep 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Jul 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Jul 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| May 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Apr 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Apr 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Mar 2016 | $4.4B | $2B | $2.5B | 996 | 22,711 |
| Mar 2016 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Jan 2016 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Oct 2015 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Jun 2015 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Jun 2015 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Jun 2015 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Apr 2015 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Mar 2015 | $3.9B | $1.7B | $2.3B | 1,031 | 19,800 |
| Feb 2015 | $3.3B | $1.4B | $1.9B | 1,041 | 15,500 |
| Jan 2015 | $3.3B | $1.4B | $1.9B | 1,041 | 15,500 |
| Sep 2014 | $3.3B | $1.4B | $1.9B | 1,041 | 15,500 |
| Jul 2014 | $3.3B | $1.4B | $1.9B | 1,041 | 15,500 |
| Apr 2014 | $3.3B | $1.4B | $1.9B | 1,041 | 15,500 |
| Mar 2014 | $3.3B | $1.4B | $1.9B | 1,041 | 15,500 |
| Nov 2013 | $2.7B | $1.2B | $1.5B | 1,025 | 11,363 |
| Oct 2013 | $2.7B | $1.2B | $1.5B | 1,025 | 11,363 |
| Aug 2013 | $2.7B | $1.2B | $1.5B | 1,025 | 11,363 |
| Apr 2013 | $2.7B | $1.2B | $1.5B | 1,025 | 11,363 |
| Mar 2013 | $2.7B | $1.2B | $1.5B | 1,025 | 11,363 |
| Dec 2012 | $2B | $1.1B | $877.7M | 960 | 8,800 |
| Jul 2012 | $2B | $1.1B | $877.7M | 501 | 8,800 |
| Mar 2012 | $2B | $1.1B | $877.7M | 501 | 8,800 |
| Aug 2011 | $1.7B | $667.8M | $1.1B | 501 | -- |
| Jul 2011 | $1.7B | $667.8M | $1.1B | 501 | -- |
| Jun 2011 | $1.7B | $667.8M | $1.1B | 501 | -- |
| May 2011 | $1.7B | $667.8M | $1.1B | 501 | -- |
| May 2011 | $1.7B | $667.8M | $1.1B | 501 | -- |
| Mar 2011 | $1.7B | $667.8M | $1.1B | 501 | -- |
| Mar 2010 | $1.6B | $501.5M | $1.1B | 501 | -- |
| Jun 2009 | $1.1B | $263.1M | $854.1M | 501 | -- |
| Jan 2008 | $990.3M | $69.5M | $920.8M | 251 | -- |
| Dec 2007 | $990.3M | $69.5M | $920.8M | 251 | -- |
| Nov 2007 | $990.3M | $69.5M | $920.8M | 251 | -- |
| Mar 2007 | $632.6M | $58.4M | $574.2M | 251 | -- |
| Nov 2006 | $416.9M | $52.2M | $364.7M | 251 | -- |
| Mar 2006 | $136.3M | $12M | $124.3M | 251 | -- |
| Feb 2006 | $136.3M | $12M | $124.3M | 251 | -- |
| Feb 2006 | $136.3M | $12M | $124.3M | 251 | -- |
| Jan 2006 | $136.3M | $12M | $124.3M | 251 | -- |
| Jan 2006 | $136.3M | $12M | $124.3M | 251 | -- |
| Jan 2006 | $136.3M | $12M | $124.3M | 251 | -- |
| Jun 2005 | $136.3M | $12M | $124.3M | 251 | -- |
| May 2005 | $136.3M | $12M | $124.3M | 251 | -- |
| Jul 2004 | $95.4M | $11.7M | $83.7M | 251 | -- |
| Mar 2004 | $95.4M | $11.7M | $83.7M | 251 | -- |
| Oct 2003 | $16.3M | $1.1M | $15.3M | 251 | -- |
| Apr 2002 | $13.8M | $6.1M | $7.6M | 251 | -- |
| Mar 2002 | $13.8M | $6.1M | $7.6M | 251 | -- |
| Aug 2001 | $13.8M | $6.1M | $7.6M | 51 | -- |
| May 2001 | $13.8M | $6.1M | $7.6M | 51 | -- |
DateAug 2017
Total AUM$4.1B
Discretionary$2.4B
Non-Disc.$1.7B
Employees987
Clients35,059
DateAug 2017
Total AUM$4.1B
Discretionary$2.4B
Non-Disc.$1.7B
Employees987
Clients35,059
DateJul 2017
Total AUM$4.1B
Discretionary$2.4B
Non-Disc.$1.7B
Employees987
Clients35,059
DateJul 2017
Total AUM$4.1B
Discretionary$2.4B
Non-Disc.$1.7B
Employees987
Clients35,059
DateApr 2017
Total AUM$4.1B
Discretionary$2.4B
Non-Disc.$1.7B
Employees987
Clients35,059
DateMar 2017
Total AUM$4.1B
Discretionary$2.4B
Non-Disc.$1.7B
Employees987
Clients35,059
DateMar 2017
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateMar 2017
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateDec 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateNov 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateOct 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateSep 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateJul 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateJul 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateMay 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateApr 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateApr 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateMar 2016
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.5B
Employees996
Clients22,711
DateMar 2016
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateJan 2016
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateOct 2015
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateJun 2015
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateJun 2015
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateJun 2015
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateApr 2015
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateMar 2015
Total AUM$3.9B
Discretionary$1.7B
Non-Disc.$2.3B
Employees1,031
Clients19,800
DateFeb 2015
Total AUM$3.3B
Discretionary$1.4B
Non-Disc.$1.9B
Employees1,041
Clients15,500
DateJan 2015
Total AUM$3.3B
Discretionary$1.4B
Non-Disc.$1.9B
Employees1,041
Clients15,500
DateSep 2014
Total AUM$3.3B
Discretionary$1.4B
Non-Disc.$1.9B
Employees1,041
Clients15,500
DateJul 2014
Total AUM$3.3B
Discretionary$1.4B
Non-Disc.$1.9B
Employees1,041
Clients15,500
DateApr 2014
Total AUM$3.3B
Discretionary$1.4B
Non-Disc.$1.9B
Employees1,041
Clients15,500
DateMar 2014
Total AUM$3.3B
Discretionary$1.4B
Non-Disc.$1.9B
Employees1,041
Clients15,500
DateNov 2013
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees1,025
Clients11,363
DateOct 2013
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees1,025
Clients11,363
DateAug 2013
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees1,025
Clients11,363
DateApr 2013
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees1,025
Clients11,363
DateMar 2013
Total AUM$2.7B
Discretionary$1.2B
Non-Disc.$1.5B
Employees1,025
Clients11,363
DateDec 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$877.7M
Employees960
Clients8,800
DateJul 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$877.7M
Employees501
Clients8,800
DateMar 2012
Total AUM$2B
Discretionary$1.1B
Non-Disc.$877.7M
Employees501
Clients8,800
DateAug 2011
Total AUM$1.7B
Discretionary$667.8M
Non-Disc.$1.1B
Employees501
Clients--
DateJul 2011
Total AUM$1.7B
Discretionary$667.8M
Non-Disc.$1.1B
Employees501
Clients--
DateJun 2011
Total AUM$1.7B
Discretionary$667.8M
Non-Disc.$1.1B
Employees501
Clients--
DateMay 2011
Total AUM$1.7B
Discretionary$667.8M
Non-Disc.$1.1B
Employees501
Clients--
DateMay 2011
Total AUM$1.7B
Discretionary$667.8M
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2011
Total AUM$1.7B
Discretionary$667.8M
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2010
Total AUM$1.6B
Discretionary$501.5M
Non-Disc.$1.1B
Employees501
Clients--
DateJun 2009
Total AUM$1.1B
Discretionary$263.1M
Non-Disc.$854.1M
Employees501
Clients--
DateJan 2008
Total AUM$990.3M
Discretionary$69.5M
Non-Disc.$920.8M
Employees251
Clients--
DateDec 2007
Total AUM$990.3M
Discretionary$69.5M
Non-Disc.$920.8M
Employees251
Clients--
DateNov 2007
Total AUM$990.3M
Discretionary$69.5M
Non-Disc.$920.8M
Employees251
Clients--
DateMar 2007
Total AUM$632.6M
Discretionary$58.4M
Non-Disc.$574.2M
Employees251
Clients--
DateNov 2006
Total AUM$416.9M
Discretionary$52.2M
Non-Disc.$364.7M
Employees251
Clients--
DateMar 2006
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateFeb 2006
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateFeb 2006
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateJan 2006
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateJan 2006
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateJan 2006
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateJun 2005
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateMay 2005
Total AUM$136.3M
Discretionary$12M
Non-Disc.$124.3M
Employees251
Clients--
DateJul 2004
Total AUM$95.4M
Discretionary$11.7M
Non-Disc.$83.7M
Employees251
Clients--
DateMar 2004
Total AUM$95.4M
Discretionary$11.7M
Non-Disc.$83.7M
Employees251
Clients--
DateOct 2003
Total AUM$16.3M
Discretionary$1.1M
Non-Disc.$15.3M
Employees251
Clients--
DateApr 2002
Total AUM$13.8M
Discretionary$6.1M
Non-Disc.$7.6M
Employees251
Clients--
DateMar 2002
Total AUM$13.8M
Discretionary$6.1M
Non-Disc.$7.6M
Employees251
Clients--
DateAug 2001
Total AUM$13.8M
Discretionary$6.1M
Non-Disc.$7.6M
Employees51
Clients--
DateMay 2001
Total AUM$13.8M
Discretionary$6.1M
Non-Disc.$7.6M
Employees51
Clients--