IFC Advisors LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 332157
- Registered since
- July 24, 2024
- Website
- www.ifcadvisors.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.69%
- Charitable Organizations6.58%
- Corporations / Businesses2.96%
- Pension & Profit Sharing Plans1.13%
- Individuals0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
IFC Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional accounts and identifies itself as a capital allocator that selects third-party managers. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Advisory services include financial planning and portfolio management across individuals, small businesses, pooled investment vehicles and institutions, plus selection of other advisers. IFC also sponsors and serves as GP/managing member for pooled investment vehicles. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities34%
- US Government Bonds10%
- State & Local Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
3 of 4Craig Thomas
Co-Chief Investment OfficerCRD 6099611
Nhaman Pelphrey
Chief Compliance OfficerCRD 7460728
Francois Viljoen
Co-Chief Investment Officer, Managing DirectorCRD 4661716
Contacts
3 of 6
Rex Jones
Managing DirectorCRD 4362740
Marco Mendoza
MemberCRD 3111936
Marc Ackerman
Managing PartnerCRD 3278937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$533M in ETFs
72%
$384M
25%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $129M | 591,148 | 24.17% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11601 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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