IFC ADVISORS LLC
C35
CRD 332157·SEC 801-130735·LOS ANGELES, CA
AUM
$2.34B
$1B+
Est. Revenue
$23.4M
@ 1% on AUM
Est. EBITDA
$7.0M
@ 30% margin
Est. Deal Value
$56.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals High Net Worth | 270 |
| Individuals Other | 74 |
| Corporations | 21 |
| Pension Profit Sharing Plans | 15 |
| Charitable Organizations | 13 |
Operations
Advisory staff (5-yr trend)
'25 · 7 advisors
'26 · 9 advisors
'25'26
7 advisors → 9 advisors▲ +29%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
11601 WILSHIRE BLVD.SUITE 1725LOS ANGELES, CA 90025
Business
11601 WILSHIRE BLVD.SUITE 1725LOS ANGELES, CA 90025
Edgar Recent Filings
13F-HR2026-05-04 · 0002053348-26-000003
13F-HR2026-02-12 · 0002053348-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited