A complete list of active advisors currently associated with Ifl Financial Advisors

Warmer can help you find a great advisor at Ifl Financial Advisors or one who fits your needs even better.

Ifl Financial Advisors serves a small client base that includes individual investors (both non‑high‑net‑worth and high‑net‑worth) as well as pension and profit‑sharing plan clients, offering investment advisory and portfolio management services. The firm reports managing roughly $30.7 million in client assets for about 25 clients. The firm provides portfolio management for individual accounts and charges advisory fees calculated as a percentage of assets under management, with ongoing investment monitoring and periodic account reviews described in its Form ADV. Its advisory approach and methods of analysis are set out in the brochure items addressing investment strategy, risk, and account review processes. Ifl operates as a solo practitioner practice with a single office and a compact, mixed client roster, a profile that differs from many peers that specialize by client type or scale. It also does not serve as a private fund adviser, which is an uncommon characteristic among firms in this category.

To learn more about the advisors currently working at Ifl Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.