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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 29, 2025 and July 7, 2026, reported AUM increased 14.3%, from $210.0M to $240.0M.
Across 3 reported observations, AUM increased 20.0% between October 10, 2024 and July 7, 2026, from $200.0M to $240.0M.
Of the latest reported AUM, 87.5% is discretionary and 12.5% is non-discretionary.
The firm reports 6 advisory representatives and 272 clients, or 45.3 clients per representative. That equates to $882.4K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOSEPH EUGENE KRICHTEN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #1046173
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANDREW KENNETH FRY
--
- CRD
- #6568752
KENNETH WALTER FRY
Vice President
- CRD
- #2199322
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,000,000 | $826,772 |
| Non-Discretionary | $30,000,000 | $333,333 |
| Total | $240,000,000 | $697,674 |
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Separately Managed Accounts
SMA allocation detail is available
IFS Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.