This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0

Regulatory AUM

$240MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$210M

Private client RAUM

$240MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$40.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

344

Individual clients

195

High net worth clients

72

SEC number

801-129581

CRD

328774

Filings on the tape

11

First filed

Jan 26, 2024

Latest filed

Jul 7, 2026

Organised

Limited Liability Company, PA

• Occurred

  Jun 20, 2024
  Control person left

  Philip Stephen Gift (Member) no longer on Schedule A of Ifs Group (listed 2024-06-17, absent 2024-06-20)

  Form ADVobserved 4 days ago
• Occurred

  Jan 26, 2024
  First Form ADV filing

  Ifs Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b51b766-4f45-87c8-ece6-592d191dc9d1

First observed

Jan 26, 2024

Last observed

Jul 7, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.