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IF ADVISORS, LLC, CRD 309631
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PHILIP ANDERSON WHITE | Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst | SAN ANTONIO, TX | 6 | 23 | 4 | no |
| MARY JO HASELHORST | n/a | SAN ANTONIO, TX | San Antonio, TX | 0 | 19 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WHITE, PHILIP, ANDERSON | PARTNER, CHIEF COMPLIANCE OFFICER | E | yes | 05/2020 | Jul 10, 2020 | Mar 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $491M | $485M | 4 | 2 | 1 | n/a | n/a |
| 2024 | Mar 13, 2025 | $342M | $337M | 3 | 1 | 0 | n/a | n/a |
| 2023 | Mar 12, 2024 | $303M | $287M | 3 | 1 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $272M | $258M | 3 | 1 | 0 | n/a | n/a |
| 2021 | Mar 24, 2022 | $288M | $269M | 3 | 1 | 0 | n/a | n/a |
| 2020 | Mar 22, 2021 | $247M | $227M | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $491M | $342M | 43.7% | $272M | 21.7% | 4 | 3 | 1 | 0 |