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IFS ADVISORS, INC

SARASOTA, FL · CRD 153975 · IAPD ↗ · investmentfinancial.net · 941-907-8888

$256.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — IFS ADVISORS, INC (SARASOTA, FL) left the SEC roster (was $256.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2025 — IFS ADVISORS, INC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — IFS ADVISORS, INC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.