Ifs Advisors, LLC (Overland Park)

Name: Ifs Advisors, LLC
Address: 7101 College Blvd., Overland Park, KS, 66210
Telephone: 913-402-2020

Ifs Advisors, LLC is a large advisory firm based in Overland Park. It manages $120.32 million of regulatory assets for 847 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Georgia, Kansas, and 5 other states.

Ifs Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ifs Advisors: assets under management

The assets under management (AUM) of Ifs Advisors, LLC is $120.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 270% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $120.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.05 thousand each.

Ifs Advisors has custody of $69.76 million in cash and securities for 246 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio. Investments in exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ifs Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pedro Antonio Martinez serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Pedro Antonio Martinez is individuals with 370 clients and $68.27 million of assets under management. Among the 8 most similar advisory firms, Ifs Advisors has the 3rd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $120.32 million for 436 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Ifs Advisors doesn't advise any private funds.

Careers at Ifs Advisors, LLC

The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Pedro Antonio Martinez has been acting as President since 1 Jun 2008. Lawrence William Broxterman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pedro Antonio Martinez	Member/president	1 Jun 2008	75% - 100%	2557989
Lawrence William Broxterman	Chief compliance officer	1 Oct 2008	Other	4332808

Based in Overland Park

The principal office where Ifs Advisors, LLC performs its advisory services is located at 7101 College Blvd., Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Wichita, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-402-2020 or by fax 913-402-2021. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ifsadvisors.com/.