Investment adviser · CRD 12984

INVEST FINANCIAL CORPORATION

Investment adviser filing (IA)

IFC HOLDINGS, INC.

TAMPA, FL, United States · Form ADV filed Jun 13, 2018

Employees
20
Reported in this filing
Advisory professionals
5
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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: Jun 13, 2018. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

12750 CITRUS PARK LANE, SUITE 300
TAMPA, FL, 33625, United States

CRD 12984

Filing source

Form ADV 1223866 · Jun 13, 2018 · 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.