I
$240.0M Total AUM
$210.0M Disc. AUM
-- 3Y CAGR
6 Employees
272 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
1205 Manor Drive STE 200 Mechanicsburg PA
About IFS Group
IFS Group is a Mechanicsburg-based RIA. The firm has been operating for 2 years. Managing $240.0M in total assets under management, with 6 advisory representatives. They custody assets with LPL Financial.
Team overview
43 AVG AGE
$40.0M AVG AUM / ADVISOR
$882.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSEPH EUGENE KRICHTEN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #1046173
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW KENNETH FRY
--
- CRD
- #6568752
Available
Available
Available
KENNETH WALTER FRY
Vice President
- CRD
- #2199322
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,000,000 | $826,772 |
| Non-Discretionary | $30,000,000 | $333,333 |
| Total | $240,000,000 | $697,674 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing