IFS GROUP, LLC
Legal name: IFS GROUP
CRD #328774 SEC #801-129581 MECHANICSBURG, PA 717-766-1144
SEC Registered
Total AUM
$210M
Discretionary
$170M
Employees
7
Clients
10
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $210M | $170M | $40M | 7 | 5 |
| Oct 2024 | $200M | $160M | $40M | 7 | 0 |
| Jul 2024 | $200M | $160M | $40M | 14 | 0 |
| Jun 2024 | $200M | $160M | $40M | 7 | 0 |
| Jun 2024 | $200M | $160M | $40M | 7 | 0 |
| Mar 2024 | $0 | $0 | $0 | 7 | 0 |
| Feb 2024 | $0 | $0 | $0 | 7 | 0 |
| Jan 2024 | $0 | $0 | $0 | 7 | 0 |
DateJan 2025
Total AUM$210M
Discretionary$170M
Non-Disc.$40M
Employees7
Clients5
DateOct 2024
Total AUM$200M
Discretionary$160M
Non-Disc.$40M
Employees7
Clients0
DateJul 2024
Total AUM$200M
Discretionary$160M
Non-Disc.$40M
Employees14
Clients0
DateJun 2024
Total AUM$200M
Discretionary$160M
Non-Disc.$40M
Employees7
Clients0
DateJun 2024
Total AUM$200M
Discretionary$160M
Non-Disc.$40M
Employees7
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0