Investment adviser · CRD 328774
IFS GROUP
Investment adviser filing (IA)
IFS GROUP, LLC
MECHANICSBURG, PA, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $240M Form ADV · Item 5.F
- Client accounts
- 344 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 195 | $125,000,000 | 52.1% |
| High-net-worth individuals | 72 | $115,000,000 | 47.9% |
Filing source
Form ADV 2115808 · Jul 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
1205 MANOR DRIVE, STE 200MECHANICSBURG, PA, 17055, United States
CRD 328774
Filing source
Form ADV 2115808 · Jul 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.