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Stephen Philip Gift

IFS GROUP, LLC·MECHANICSBURG, Pennsylvania
Unclaimed Profile
1205 MANOR DRIVE, MECHANICSBURG, PA 17055CRD# 2087854Firm CRD# 328774
01

About

Stephen Philip Gift is a registered financial advisor based in MECHANICSBURG, Pennsylvania, affiliated with IFS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IFS GROUP, LLC
IFS GROUP
AUM
$200M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at IFS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: WRAP FEE PROGRAM
Regulatory
SEC/IARD CRD# 2087854
Firm CRD# 328774
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Philip Gift offer?
Stephen Philip Gift specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.
What are Stephen Philip Gift's credentials?
Stephen Philip Gift is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Philip Gift located?
Stephen Philip Gift is based in MECHANICSBURG, Pennsylvania, working with IFS GROUP, LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.
How does Stephen Philip Gift charge for services?
Stephen Philip Gift's firm is compensated through percentage of aum, hourly charges, other: wrap fee program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IFS GROUP, LLC?
IFS GROUP, LLC has approximately 7 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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