Ifps
Ifps is an SEC-registered ria in Heidelberg with $4.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ifps: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 17935, SEC 801-132001, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $4.1M (2026-05-05)
- Firm type
- Ria
- Location
- Heidelberg
- Employees
- 21
- Clients
- 27
- CRD
- 17935
- Ownership
- SWANSON, BARRY ERNEST; CUOMO, KATHY POIST; HUNTINGTON-SELL, MARCIA OLIVIA; THE ESTATE OF BARRY E. SWANSON; REINKING, JUSTIN DOUGLAS
How much AUM does Ifps have?
Ifps reported $4.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Ifps?
Disclosed owners and executives of Ifps include SWANSON, BARRY ERNEST, CUOMO, KATHY POIST, HUNTINGTON-SELL, MARCIA OLIVIA, THE ESTATE OF BARRY E. SWANSON, REINKING, JUSTIN DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.