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Ifp Advisors, LLC

● SEC registered since 2008CRD 125112SEC# 801-69511Tampa, FL
Export (members)
Reg. AUM
$12.54B
Employees
267
Accounts
45,782
Location
Tampa, FL

Ifp Advisors, LLC assets under management

Ifp Advisors, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2008. It reports $12.5 billion in regulatory assets under management and employs 267 people.
www.tampafinancialgroup.comView on SEC.gov ↗

Ifp Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Aaron Lee Gilman ControlChief Investment OfficerUnder 5%2011
Derek Allen Wilkes ControlChief Compliance OfficerUnder 5%2022
Ifp Group, LLC ControlHolding CompanyOver 75%2018
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Frequently asked questions

How much does Ifp Advisors, LLC manage?

Ifp Advisors, LLC reports $12.5 billion in regulatory assets under management on its Form ADV.

How many employees does Ifp Advisors, LLC have?

Ifp Advisors, LLC reports 267 employees.

Where is Ifp Advisors, LLC located?

Ifp Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2008.

Does Ifp Advisors, LLC disclose fund performance?

Ifp Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Phone813-341-0960
Fax813-288-0701
Office hours8:30 a.m.-5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1641866
Discloses disciplinary historyYes

Assets under management

Discretionary$11.26B
Non-discretionary$1.28B
Total (RAUM)$12.54B