CRD: 152713
IFL Financial Advisors
Villa Park, CA
7145958630
$30.7M Total AUM
$30.7M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-10-2010
- Office Locations
- 1
Office Locations
-- Villa Park CA
About IFL Financial Advisors
IFL Financial Advisors is a Villa Park-based RIA. The firm has been operating for 16 years. Managing $30.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$30.7M AVG AUM / ADVISOR
$568.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Owner & Executives
G
GARY A GRINSELL
PRINCIPAL
- CRD
- #5749931
- Ownership
- 75% or more
(503) 325-9674
oak.prime@glaciercapital.com
in linkedin.com/in/fusion-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,704,945 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,704,945 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,704,945
Equity - OTC:
16.4% Equity - Exchange:
18.5% Cash:
19.6% U.S. Government/Agency:
13.1% Public Funds:
20.3% Corporate - Investment Grade:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $591,314,743 | 16.4% |
| Equity - Exchange | $667,031,875 | 18.5% |
| Cash | $706,693,230 | 19.6% |
| U.S. Government/Agency | $472,330,679 | 13.1% |
| Public Funds | $731,932,274 | 20.3% |
| Corporate - Investment Grade | $436,274,901 | 12.1% |
| Total | $3,605,577,702 | 100.0% |