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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 26 Apr 21)
Accounts
28,555 (as of 26 Apr 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
WKW Enterprises S Corp 09/2014 50-75%
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%
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 5413 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
GWG L Bond 09012020 2 Years 5.50
$2.83B 2.83M
$226.36M 1.95M
$54.77M 400.05K
$52.14M 710.72K
$50.16M 904.98K
$48.59M 710.72K
$43.53M 101.64K
$39.83M 204.29K
$35.23M 99.43K
$33.04M 390.37K
$30.6M 779.03K
$27.36M 377.46K
$26.83M 10.94K
$24.26M 7.08K
$22.27M 597.55K
$21.72M 80.2K
$20.63M 351.77K
$20.52M 197.65K
$19.57M 49.74K
$19.4M 641.1K
$18.13M 335.47K
$17.12M 417.6K
$16.89M 651.84K
Fidelity Merrimack STR TR Corp Bond Etf
$16.59M 311.31K
$16.09M 568.2K
$15.77M 325.8K
$14.38M 81.61K
$14.1M 596.36K
$13.88M 157.2K
$13.64M 49.01K
$13.61M 299.09K
$13.53M 786.58K
$12.95M 229.64K
$12.79M 149.01K
$12.38M 616.62K
$11.8M 80.7K
$11.49M 104.88K
$11.23M 39.9K
SPDR SP Midcap 400 Etf TR UTSER1 SPDCRP
$10.42M 21.35K
$10.33M 162.69K
$10.27M 244.15K
$9.76M 85.69K
$9.35M 142.45K
$9.25M 56.48K
$8.91M 38.11K
$8.67M 123.4K
$8.48M 214.84K
$8.45M 75.68K
$8.27M 114.53K
$8.23M 181.18K
Holdings list only includes long positions. Only includes long positions.

Calendar

20 Sep 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings