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IFS GROUP
Legal name: IFS GROUP, LLC
CRD 328774File 801-129581
APPROVED
Retail clients
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$240.0M
Below cohort median (national)
Discretionary AUM
$210.0M
Non-discretionary $30.0M
Clients
267
344 accounts
Employees
6
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 29, 2024
- Principal office
- 1205 MANOR DRIVE, STE 200, MECHANICSBURG, PA, 17055
- Phone
- 717-766-1144
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.0M
- Discretionary AUM
- $210.0M
- Non-discretionary AUM
- $30.0M
- Discretionary accounts
- 254
- Non-discretionary accounts
- 90
- Total accounts
- 344
- AUM per client
- $899K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $115.0M |
| Individuals (other than high net worth individuals) | 195 | $125.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — WRAP FEE PROGRAM
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.