Charles
Birbara

Ifs Advisory, LLC

CRD#2669854
Investment Advisor
in Atlanta, GA
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About this Advisor

Charles Birbara is an investment advisor who is based in Atlanta, Georgia. Currently a registered advisor at Ifs Advisory, LLC, they have accumulated an impressive 24 years of experience in the financial advisory industry. Birbara has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Birbara is able to operate based out of Connecticut. Birbara has spent their career at Ifs Advisory, LLC. Ifs Advisory, LLC is headquartered in Atlanta, Georgia, and has 11 additional brick-and-mortar locations in the country. As a company, Ifs Advisory, LLC oversees $269 million in assets dispersed across 1,065 accounts and employs more than 60 people. The firm's total assets under management places it among the mid-sized firms in the United States. The firm manages 659 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ifs Advisory, LLC can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 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

3414 Peachtree Rd Ne Suite 1020
Atlanta, GA 30326-1184

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Ifs Advisory, LLC Brokerage Details

Total Assets Under Management

$600,704,717

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

63

GA Average: 58
Total Number of Accounts

1,675

GA Average: 1,608
Average Account Size

$358,630

GA 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

Charles Birbara Work History

Charles has 24 years of experience.

1994 - Present (25 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Charles Birbara has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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