LOS ANGELES, CACRD 332157Latest ADV March 30, 2026
Ifc Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.3B in regulatory assets under management, 18 employees, 1 office, and 2,054 accounts.
Assets Under Management
$2.3B
Employees
18
Offices
1 office
Total Clients
393
Primary office
LOS ANGELES, CA
11601 WILSHIRE BLVD, SUITE 1725, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.7% of total clients.
Top client categories% of clientsClients
1
HNWI
68.7%
270
2
Individuals
18.8%
74
3
Corporations
5.3%
21
4
Pension Plans
3.8%
15
5
Charitable
3.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 30, 2026
Discretionary75.0%
$1.8B
75% of total RAUM75.0%
Non-discretionary25.0%
$587M
25% of total RAUM25.0%
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$2.3B
Total Accounts2,054
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee22:1
10Y Employee Change+3 (+20.0%)
* 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.