Julia
Cheng

Ifs Advisory, LLC

CRD#2125753
Investment Advisor
in San Diego, CA
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About this Advisor

Julia Cheng is a certified financial planner who works in San Diego, California, who has been in the industry for 27 years. Cheng is an advisor for Ifs Advisory, LLC. Over the course of their career, they have held roles at Pruco Securities, LLC and Girard Securities, Inc. Cheng maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Ifs Advisory, LLC is a firm operating in San Diego, California. It has offices in 11 locations and a total of 60 financial advisors. It administers $269 million in assets among its 1,065 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,065 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. Ifs Advisory, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on the financial services provided. However, fees billed by Ifs Advisory, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

7380 Clairemont Mesa Blvd
San Diego, CA 92111

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Ifs Advisory, LLC Brokerage Details

Total Assets Under Management

$269,030,228

CA Average: $3,570,121,308
Total Number of Employees

60

CA Average: 58
Total Number of Accounts

1,065

CA Average: 1,608
Average Account Size

$252,611

CA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Julia Cheng Work History

Julia has 27 years of experience.

2010 - 2015 (5 years)

Girard Securities, Inc

1991 - 2009 (18 years)

Pruco Securities,LLC

Disclosures

Julia Cheng has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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