IFP Advisors is an investment advisor in Tampa with $10.52 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
593331424
SEC advisor number
801-69511
FINRA CRD number
125112
AUM ?
$10.52 bn
(as of 8 Sep 22)
Accounts
46,506
(as of 8 Sep 22)
Employees
276
(255 investment advisory or research)
Address
IFP Advisors
3030 NORTH ROCKY POINT DRIVE W. STE 700
TAMPA
FL 33607
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% |
Acheson, Jeffery, Allen | Chief Business Development Officer | 01/2020 | < 5% |
Gilman, Aaron, Lee | Chief Investment Officer | 05/2011 | < 5% |
Wilkes, Derek, Allen | Chief Compliance Officer | 08/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Sep 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Sep 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22