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Building 2IFS ADVISORS, INC

Map pinSARASOTA, FL
Phone941-907-8888
NotebookSEC #801-80435
Total AUM
$256.7M
Employees
3
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6710 PROFESSIONAL PKWY WEST
SUITE 203
SARASOTA
FL 34240-8588
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
941-907-8888

ReceiptFinancials

Total AUM
$256.7M
Accounts
845
Discretionary
$255.5M
Accounts
844
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
226
AUM
$97.4M
HNW Individual Clients
67
AUM
$155.8M
Charitable Organization Clients
1
AUM
$3.1M
Corporation or Business Clients
1
AUM
$395.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLINMANCNYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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