Daniel
Wolff

Ifs Advisors, Inc

CRD#2149200
Investment Advisor
in Sarasota, FL

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About this Advisor

Daniel Wolff is a financial advisor based in Sarasota, Florida, working with Ifs Advisors, Inc. Daniel has previously held positions at Securities America Inc, Ifs Advisors, Inc, and Osaic Wealth, Inc. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Florida and Texas. Currently, Daniel is part of Ifs Advisors, Inc, which operates out of Sarasota, Florida. The firm has one employee and manages assets totaling $214.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Ifs Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6710 Professional Pkwy W Suite 203
Sarasota, FL 34240

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Ifs Advisors, Inc Brokerage Details

Total Assets Under Management

$214,451,976

FL Average: $1,855,561,029
Total Number of Employees

1

FL Average: 62
Total Number of Accounts

863

FL Average: 2,474
Average Account Size

$248,496

FL Average: $750,025

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

2024 - Present (1 year)

Osaic Wealth, Inc

2010 - Present (15 years)

Ifs Advisors, Inc

2009 - 2024 (15 years)

Securities America Inc

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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

Daniel Wolff
Sarasota, FL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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