IFS ADVISORS, LLC
Legal name: INSIGHT FINANCIAL SERVICES
CRD #147518 SEC #801-111935 OVERLAND PARK, KS 913-402-2020
SEC Registered
Total AUM
$197.5M
Discretionary
$197.5M
Employees
7
Clients
251
Accounts
894
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $197.5M | $197.5M | $0 | 7 | 1 |
| Jan 2025 | $173.6M | $173.6M | $0 | 6 | 1 |
| Sep 2024 | $173.6M | $173.6M | $0 | 6 | 1 |
| May 2024 | $173.6M | $173.6M | $0 | 6 | 1 |
| Mar 2024 | $173.6M | $173.6M | $0 | 6 | 1 |
| Mar 2023 | $156.2M | $156.2M | $0 | 7 | 1 |
| Jan 2023 | $174.2M | $174.2M | $0 | 6 | 1 |
| Mar 2022 | $174.2M | $174.2M | $0 | 6 | 1 |
| Jan 2022 | $169.7M | $169.7M | $0 | 8 | 1 |
| May 2021 | $169.7M | $169.7M | $0 | 8 | 1 |
| Mar 2021 | $169.7M | $169.7M | $0 | 8 | 1 |
| Nov 2020 | $162.2M | $162.2M | $0 | 8 | 1 |
| Nov 2020 | $162.2M | $162.2M | $0 | 8 | 1 |
| Nov 2020 | $162.2M | $162.2M | $0 | 8 | 1 |
| Sep 2020 | $162.2M | $162.2M | $0 | 9 | 1 |
| Jun 2020 | $162.2M | $162.2M | $0 | 9 | 1 |
| May 2020 | $162.2M | $162.2M | $0 | 9 | 1 |
| Mar 2020 | $162.2M | $162.2M | $0 | 9 | 1 |
| Mar 2020 | $162.2M | $162.2M | $0 | 9 | 0 |
| Nov 2019 | $120.3M | $120.3M | $0 | 8 | 1 |
| Jun 2019 | $120.3M | $120.3M | $0 | 8 | 1 |
| Mar 2019 | $120.3M | $120.3M | $0 | 8 | 1 |
| Nov 2018 | $123.4M | $123.4M | $0 | 9 | 2 |
| Nov 2018 | $123.4M | $123.4M | $0 | 9 | 2 |
| Nov 2018 | $123.4M | $123.4M | $0 | 9 | 2 |
| Jul 2018 | $123.4M | $123.4M | $0 | 9 | 2 |
| Mar 2018 | $123.4M | $123.4M | $0 | 9 | 2 |
| Dec 2017 | $104.2M | $104.2M | $0 | 7 | 0 |
| Nov 2017 | $104.2M | $104.2M | $0 | 7 | 0 |
| Oct 2017 | $104.2M | $104.2M | $0 | 7 | 0 |
| Sep 2017 | $104.2M | $104.2M | $0 | 7 | 351 |
| May 2012 | $59.6M | $59.6M | $0 | 6 | 300 |
| Apr 2012 | $59.6M | $59.6M | $0 | 6 | 300 |
| Feb 2012 | $59.6M | $59.6M | $0 | 6 | 300 |
| Feb 2012 | $59.6M | $59.6M | $0 | 6 | 300 |
| Jan 2012 | $59.6M | $59.6M | $0 | 6 | 300 |
| Jan 2012 | $55.9M | $55.9M | $0 | 6 | 300 |
| Jul 2011 | $55.9M | $55.9M | $0 | 10 | -- |
| May 2011 | $55.9M | $55.9M | $0 | 10 | -- |
| Mar 2010 | $42.8M | $42.8M | $0 | 5 | -- |
| Mar 2010 | $42.8M | $42.8M | $0 | 5 | -- |
| Oct 2009 | $32.5M | $32.5M | $0 | 5 | -- |
| Oct 2009 | $32.5M | $32.5M | $0 | 5 | -- |
| Oct 2009 | $32.5M | $32.5M | $0 | 5 | -- |
| Oct 2009 | $32.5M | $32.5M | $0 | 5 | -- |
| Sep 2009 | $32.5M | $32.5M | $0 | 5 | -- |
DateFeb 2025
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees7
Clients1
DateJan 2025
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees6
Clients1
DateSep 2024
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees6
Clients1
DateMay 2024
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2023
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees7
Clients1
DateJan 2023
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees6
Clients1
DateJan 2022
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees8
Clients1
DateMay 2021
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2021
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees8
Clients1
DateNov 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees8
Clients1
DateNov 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees8
Clients1
DateNov 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees8
Clients1
DateSep 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees9
Clients1
DateJun 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees9
Clients1
DateMay 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees8
Clients1
DateJun 2019
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees8
Clients1
DateNov 2018
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients2
DateNov 2018
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients2
DateNov 2018
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients2
DateJul 2018
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients2
DateMar 2018
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees9
Clients2
DateDec 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees7
Clients351
DateMay 2012
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees6
Clients300
DateApr 2012
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees6
Clients300
DateFeb 2012
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees6
Clients300
DateFeb 2012
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees6
Clients300
DateJan 2012
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees6
Clients300
DateJan 2012
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees6
Clients300
DateJul 2011
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--