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Ifm Capital Advisors, LLC (Greenwood Village)


Ifm Capital Advisors, LLC is a large advisory firm based in Greenwood Village. It manages $1.1 billion of regulatory assets for 3,454 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 15 other states.

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Ifm Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ifm Capital Advisors: assets under management

The assets under management (AUM) of Ifm Capital Advisors, LLC is $1.1 billion. The company doesn't manage any assets belonging to foreign clients.


The firm manages $514.34 million in discretionary accounts and $589.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $164.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.79 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ifm Capital Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Ifm Capital Advisors, LLC performs its advisory services is located at 5299 Dtc Blvd., Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Fort Collins, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-910-9081. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ifmcapital.com.


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