Daniel
Wolff
Ifs Advisors, Inc
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About this Advisor
Daniel Wolff is a chartered financial analyst based in Sarasota, Florida with a total of 12 years of relevant experience. Wolff is on the advisory team at Ifs Advisors, Inc. Over the course of their career, Wolff has held roles at Securities America Inc and Ifs Advisors, Inc. Wolff has a Series 63 license, which qualifies them as a securities broker, and is able to operate in Florida and Texas. Ifs Advisors, Inc is a financial advisory company that has its headquarters in Sarasota, FL. It has $190 million in assets between its 849 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves five charities and foundations. Of its 849 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets. Ifs Advisors, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management vary depending on the type of financial services. Fee types charged by Ifs Advisors, Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ifs Advisors, Inc Brokerage Details
$190,358,506
1
849
$224,215
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Wolff Work History
Daniel has been registered as a financial advisor for 12 years.*
Ifs Advisors, Inc
Securities America Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Wolff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ifs Advisors, Inc
Sarasota, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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