IFS ADVISORS, INC
CRD #153975 SEC #801-80435 SARASOTA, FL 941-907-8888
SEC Registered
Total AUM
$256.7M
Discretionary
$255.5M
Employees
3
Clients
0
Accounts
845
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $256.7M | $255.5M | $1.2M | 3 | 0 |
| Jul 2024 | $214.5M | $213.4M | $1M | 1 | 0 |
| Mar 2024 | $214.5M | $213.4M | $1M | 1 | 0 |
| Feb 2024 | $214.5M | $213.4M | $1M | 1 | 0 |
| Sep 2023 | $190.4M | $189.2M | $1.2M | 1 | 0 |
| Feb 2023 | $190.4M | $189.2M | $1.2M | 1 | 0 |
| Mar 2022 | $226.1M | $224.8M | $1.3M | 1 | 0 |
| Nov 2021 | $184.5M | $183.3M | $1.2M | 2 | 0 |
| Aug 2021 | $184.5M | $183.3M | $1.2M | 2 | 0 |
| Aug 2021 | $184.5M | $183.3M | $1.2M | 2 | 0 |
| Feb 2021 | $184.5M | $183.3M | $1.2M | 2 | 0 |
| Sep 2020 | $151.7M | $149.7M | $2M | 2 | 0 |
| Jun 2020 | $151.7M | $149.7M | $2M | 2 | 0 |
| Jun 2020 | $151.7M | $149.7M | $2M | 2 | 0 |
| Mar 2020 | $151.7M | $149.7M | $2M | 2 | 0 |
| Apr 2019 | $144.3M | $140.3M | $4M | 2 | 0 |
| Mar 2019 | $144.3M | $140.3M | $4M | 2 | 0 |
| Aug 2018 | $151M | $149.9M | $1.1M | 2 | 0 |
| Mar 2018 | $151M | $149.9M | $1.1M | 2 | 0 |
| Mar 2017 | $118.1M | $116.4M | $1.7M | 2 | 225 |
| May 2016 | $105.7M | $97.2M | $8.5M | 2 | 209 |
| Apr 2016 | $105.7M | $97.2M | $8.5M | 2 | 209 |
| Mar 2016 | $105.7M | $97.2M | $8.5M | 2 | 209 |
| Sep 2015 | $105.2M | $96.4M | $8.8M | 2 | 184 |
| Mar 2015 | $105.2M | $96.4M | $8.8M | 2 | 184 |
| Oct 2014 | $103.9M | $98.9M | $5M | 2 | 162 |
| Sep 2014 | $103.9M | $98.9M | $5M | 2 | 162 |
DateFeb 2025
Total AUM$256.7M
Discretionary$255.5M
Non-Disc.$1.2M
Employees3
Clients0
DateJul 2024
Total AUM$214.5M
Discretionary$213.4M
Non-Disc.$1M
Employees1
Clients0
DateMar 2024
Total AUM$214.5M
Discretionary$213.4M
Non-Disc.$1M
Employees1
Clients0
DateFeb 2024
Total AUM$214.5M
Discretionary$213.4M
Non-Disc.$1M
Employees1
Clients0
DateSep 2023
Total AUM$190.4M
Discretionary$189.2M
Non-Disc.$1.2M
Employees1
Clients0
DateFeb 2023
Total AUM$190.4M
Discretionary$189.2M
Non-Disc.$1.2M
Employees1
Clients0
DateMar 2022
Total AUM$226.1M
Discretionary$224.8M
Non-Disc.$1.3M
Employees1
Clients0
DateNov 2021
Total AUM$184.5M
Discretionary$183.3M
Non-Disc.$1.2M
Employees2
Clients0
DateAug 2021
Total AUM$184.5M
Discretionary$183.3M
Non-Disc.$1.2M
Employees2
Clients0
DateAug 2021
Total AUM$184.5M
Discretionary$183.3M
Non-Disc.$1.2M
Employees2
Clients0
DateFeb 2021
Total AUM$184.5M
Discretionary$183.3M
Non-Disc.$1.2M
Employees2
Clients0
DateSep 2020
Total AUM$151.7M
Discretionary$149.7M
Non-Disc.$2M
Employees2
Clients0
DateJun 2020
Total AUM$151.7M
Discretionary$149.7M
Non-Disc.$2M
Employees2
Clients0
DateJun 2020
Total AUM$151.7M
Discretionary$149.7M
Non-Disc.$2M
Employees2
Clients0
DateMar 2020
Total AUM$151.7M
Discretionary$149.7M
Non-Disc.$2M
Employees2
Clients0
DateApr 2019
Total AUM$144.3M
Discretionary$140.3M
Non-Disc.$4M
Employees2
Clients0
DateMar 2019
Total AUM$144.3M
Discretionary$140.3M
Non-Disc.$4M
Employees2
Clients0
DateAug 2018
Total AUM$151M
Discretionary$149.9M
Non-Disc.$1.1M
Employees2
Clients0
DateMar 2018
Total AUM$151M
Discretionary$149.9M
Non-Disc.$1.1M
Employees2
Clients0
DateMar 2017
Total AUM$118.1M
Discretionary$116.4M
Non-Disc.$1.7M
Employees2
Clients225
DateMay 2016
Total AUM$105.7M
Discretionary$97.2M
Non-Disc.$8.5M
Employees2
Clients209
DateApr 2016
Total AUM$105.7M
Discretionary$97.2M
Non-Disc.$8.5M
Employees2
Clients209
DateMar 2016
Total AUM$105.7M
Discretionary$97.2M
Non-Disc.$8.5M
Employees2
Clients209
DateSep 2015
Total AUM$105.2M
Discretionary$96.4M
Non-Disc.$8.8M
Employees2
Clients184
DateMar 2015
Total AUM$105.2M
Discretionary$96.4M
Non-Disc.$8.8M
Employees2
Clients184
DateOct 2014
Total AUM$103.9M
Discretionary$98.9M
Non-Disc.$5M
Employees2
Clients162
DateSep 2014
Total AUM$103.9M
Discretionary$98.9M
Non-Disc.$5M
Employees2
Clients162