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- Custodian
- Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2024
- Office Locations
- 2
Office Locations
About IFC Advisors LLC
IFC Advisors is a Los Angeles-based RIA serving individuals, families and entrepreneurs with integrated wealth and financial planning, including tax and estate planning, insurance and charitable strategies, and portfolio construction. The firm emphasizes asset allocation and risk management across ETFs, mutual funds, fixed income and select alternative investments. Recognized on Forbes’ 2024 America’s Top Wealth Managers (Private Wealth) list; supports retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARC ALLEN ACKERMAN
Managing Member, Managing Partner
- CRD
- #3278937
- Ownership
- Less than 5%
Dave Colon
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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REX BARTON JONES
Managing Director
- CRD
- #4362740
MARCO MENDOZA
Financial Advisor, General Partner
- CRD
- #3111936
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,757,630,418 | $1,817,612 |
| Non-Discretionary | $586,540,280 | $539,595 |
| Total | $2,344,170,698 | $1,141,271 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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