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IFP Advisors

IFP Advisors is an investment advisor in Tampa with $8.99B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
593331424
SEC advisor number
801-69511
FINRA CRD number
125112
AUM ?
$8.99B (as of 31 Mar 21)
Accounts
28,555 (as of 31 Mar 21)
Employees
280 (279 investment advisory or research)
Address
IFP Advisors
3030 NORTH ROCKY POINT DRIVE W. STE 700
TAMPA
FL 33607
Office hours
Monday - Friday, 8:00 AM-5:00 PM
Phone
813-387-6866
Owner Title From %Ownership
Hamm, William, Eugene Chief Executive Officer and Chairperson of the Board of Directors 08/1995 < 5%
Hamm, Karen, L. Chief Administration Officer 09/2014 < 5%
Hamm, William, Christopher President and Chief Operating Officer 01/2013 < 5%
WKW Enterprises S Corp 09/2014 50-75%
Ifp Group, LLC Holding Company 06/2018 > 75%
Kessel, Joseph, Keith Chief Compliance Officer & Specialist Counsel 06/2020 < 5%
Acheson, Jeffery, Allen Chief Business Development Officer 01/2020 < 5%
Gilman, Aaron, Lee Chief Investment Officer 05/2011 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 5225 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
GWG L Bond 09012020 2 Years 5.50
$3.36B 3.36M
$215.71M 1.95M
$49.51M 405.49K
$45.97M 589.14K
$41.13M 103.72K
$38.68M 121.15K
$35.96M 516.62K
$33M 169.33K
$30.22M 366.27K
$29.05M 543.06K
$25.76M 392.03K
$23.33M 616.04K
$22.37M 10.9K
$21.91M 7.11K
$21.9M 421.55K
$21.19M 551.44K
$20.19M 350.37K
$18.2M 77.18K
$17.99M 606.54K
$17.24M 47.34K
$15.05M 604.99K
$14.8M 307.09K
$14.52M 78.69K
$14.47M 503.57K
$13.93M 127.57K
$13.75M 135.52K
$12.15M 47.49K
$12M 140.53K
$11.89M 127.08K
Fidelity Merrimack STR TR Corp Bond Etf
$11.77M 223K
$10.74M 512.92K
$10.72M 40.95K
$10.36M 242.89K
$10.27M 715.41K
$10.27M 241.45K
$9.9M 161.45K
$9.87M 115.81K
$9.6M 67.78K
$9.35M 186.64K
$9.31M 56.85K
$8.96M 105.07K
SPDR SP Midcap 400 Etf TR UTSER1 SPDCRP
$8.71M 18.33K
$8.65M 501.9K
$8.31M 207.47K
$8.22M 75.28K
$8.14M 38.44K
$8M 22.53K
First TR Value Line Divid In SHS
$7.84M 206.73K
$7.72M 146.26K
Vanguard Specialized Funds Div App Etf
$7.42M 50.4K
Holdings list only includes long positions. Only includes long positions.

Calendar

15 May 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings