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IFP Advisors

IFP Advisors is an investment advisor in Tampa with $10.52B 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 ?
$10.52B (as of 4 May 22)
Accounts
46,506 (as of 4 May 22)
Employees
276 (255 investment advisory or research)
Address
IFP Advisors
3030 NORTH ROCKY POINT DRIVE W. STE 700
TAMPA
FL 33607
Office hours
Monday - Friday, 8:30 AM-5:00 PM
Phone
813-387-6866

Ownership

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 261 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$18.87M 159.64K 2.17M -92.7
$9.49M 165.74K 505.72K -67.2
$2.22M 52.03K 188.39K -72.4
$1.96M 31.62K 71.83K -56.0
$1.85M 56.37K 231.98K -75.7
$1.8M 15.62K 842.12K -98.1
$1.45M 54.26K 770.46K -93.0
$1.38M 37.69K 410.09K -90.8
Fidelity Comwlth TR Nasdaq Compsit
$1.33M 4.47K 33.12K -86.5
$1.2M 13.56K 53.38K -74.6
$1.14M 14.5K 73.97K -80.4
$1.03M 23.87K 389.04K -93.9
$1.01M 30.48K 82.31K -63.0
$1.01M 19.86K 102.79K -80.7
$990K 20.81K 45.95K -54.7
$876.23K 22.24K 119.16K -81.3
$834K 19.07K 116.35K -83.6
$825.46K 13.26K 148.08K -91.0
$784.33K 19.19K 123K -84.4
$784K 19.51K 1.12M -98.3
$723K 14.5K 306.39K -95.3
$676.69K 13.7K 50.62K -72.9
$642.42K 13.59K 325.74K -95.8
$635.61K 18.73K 441.54K -95.8
$622K 3.59K 195.56K -98.2
$611K 3.1K 129.61K -97.6
First TR Mid Cap Core Alphad Com SHS
$598.37K 7.13K 15.84K -55.0
Wisdomtree TR Efficient GLD PL
$562K 21.56K 29.18K -26.1
$531.09K 14.92K 73.62K -79.7
$478.9K 26.49K 738.54K -96.4
$469K 15K 20.4K -26.5
$411.12K 17.11K 28.71K -40.4
First TR Value Line Divid In SHS
$393.49K 10.1K 236.42K -95.7
Northern LTS FD TR III HCM Defen 500
$375K 14.36K 120.64K -88.1
First TR NAS100 Eq Weighted SHS
$327.92K 3.72K 5.06K -26.5
$313K 4.34K 10.17K -57.3
$295K 3.22K 259.14K -98.8
$256K 14.71K 188.25K -92.2
$203K 8.16K 627.08K -98.7
$200K 3.73K 8.68K -57.0
$197.05K 5.76K 57.2K -89.9
$187.92K 4.91K 183.04K -97.3
$170.84K 1.59K 137.91K -98.8
Listed FD TR Roundhill Ball
$166K 6.76K 239.79K -97.2
$164K 3.27K 103.6K -96.8
$160.75K 3.93K 125.33K -96.9
$159.07K 2.41K 238.27K -99.0
$155K 3.84K 35.4K -89.1
$144K 1.04K 3.29K -68.4
$134.22K 5.18K 1.11M -99.5
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings