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Ifs Advisors, LLC

● SEC registered since 2017CRD 147518SEC# 801-111935Overland Park, KS
Export (members)
Reg. AUM
$197.5M
Employees
7
Accounts
894
Location
Overland Park, KS

Ifs Advisors, LLC assets under management

Ifs Advisors, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2017. It reports $197.5 million in regulatory assets under management and employs 7 people.

Ifs Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kelly Lynn Stephenson ControlChief Operations OfficerUnder 5%2009
Lawrence William Broxterman ControlChief Compliance OfficerUnder 5%2008
Pedro Antonio Martinez ControlMember/PresidentOver 75%2008

Frequently asked questions

How much does Ifs Advisors, LLC manage?

Ifs Advisors, LLC reports $197.5 million in regulatory assets under management on its Form ADV.

How many employees does Ifs Advisors, LLC have?

Ifs Advisors, LLC reports 7 employees.

Where is Ifs Advisors, LLC located?

Ifs Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2017.

Does Ifs Advisors, LLC disclose fund performance?

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

Contact & registration

Address7101 College Blvd., Suite 740, Overland Park, KS 66210
Phone913-402-2020
Fax913-402-2021
Office hours8:30 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1765617
Discloses disciplinary historyNo

Assets under management

Discretionary$197.5M
Non-discretionary$0
Total (RAUM)$197.5M