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IFS GROUP

MECHANICSBURG, PA · CRD 328774 · IAPD ↗ · 717-766-1144

$240.0MRegulatory AUM
6Advisory reps
6Employees
5Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — IFS GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
November 2024 — IFS GROUP shrank from 14 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
72
August 2024 — IFS GROUP grew from 7 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
July 2024 — IFS GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2024 — IFS GROUP (MECHANICSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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