SourcingSourcing

IFS GROUP, LLC

B62
CRD 328774·SEC 801-129581·MECHANICSBURG, PA
AUM
$240.0M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$720K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IFS GROUP, LLC
CRD
328774
SEC file #
801-129581
EIN
251883598
DBA names
Ifs Group

Economics

AUM
$240.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$210.0M → $240.0M▲ +14%
Client mix
Individuals Other195
Individuals High Net Worth72

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
7 advisors → 6 advisors▼ -14%
Primary office
MECHANICSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
ifsgroup1.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRICHTEN, JOSEPH, EUGENE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KRICHTEN, JOSEPH, EUGENE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IFSGROUP1.COM
Rdap Domain Creation Date
2002-03-05T13:16:46Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002087139
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-11-10
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-18
Accession0002085853-26-000604

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3006
Soi Zip Pct 200k Plus
0.0829
Soi Zip Returns 200k Plus
1890
Soi Zip Total AGI
2,220,337
Fdic Zip Total Deposits
14,436,099,000
Fdic Zip Branch Count
499
Fdic Zip Top Banks
PNC Bank, National Association
Commerce Bank/Harrisburg National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial8
E*trade4
Edgar Addresses
Mailing
1205 MANOR DRIVE STE 201YORK, PA 17404
Business
1205 MANOR DRIVE STE 201YORK, PA 17404
Edgar EIN
251883598
Edgar Recent Filings
13F-HR2026-05-18 · 0002085853-26-000604
13F-HR2025-11-10 · 0002085853-25-000242
Fdic Zip Branches Raw
Farmers Trust CompanyMechanicsburg, PA
Farmers Trust CompanyHampden Township, PA
Fdic Zip HHI
1274.74
Fdic Zip Top Bank Share Pct
30.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-05T13:16:46Z
Rdap Domain Last Changed
2026-03-06T17:01:58Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,942
Returns5,040
Stub 2
AGI166,031
Returns4,430
Stub 3
AGI231,591
Returns3,750
Soi Zip Total Business Income
64,578
Soi Zip Total Cap Gains
87,998
Soi Zip Total Dividends
52,460
Soi Zip Total Returns
22,790
Top Owner CRD
1046173
Trust Company Affiliate
No

People (6)

6
KRICHTEN, JOSEPH, EUGENE
IAR · Direct Owner · 87.5%
1046173
JOSEPH ANTHONY PERRETTA
IAR
5767999
MARTIN EDWARD LEONARD
IAR
4763354
BRENT RUSSELL GUTHRIE
IAR
5726081
ANDREW KENNETH FRY
IAR
6568752
KENNETH WALTER FRY
IAR
2199322