MECHANICSBURG, PACRD 328774Latest ADV February 23, 2026
Ifs Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mechanicsburg, PA. Its latest Form ADV filing, dated February 23, 2026, reports $240M in regulatory assets under management, 6 employees, and 344 accounts.
Assets Under Management
$240M
Employees
6
Offices
--
Total Clients
267
Primary office
MECHANICSBURG, PA
1205 MANOR DRIVE, STE 200, MECHANICSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
195
2
HNWI
27.0%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of February 23, 2026
Discretionary87.5%
$210M
88% of total RAUM87.5%
Non-discretionary12.5%
$30M
13% of total RAUM12.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$240M
Total Accounts344
10Y AUM Change+$240M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee45:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.