IFP Advisors

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

385 Inverness Pkwy Ste 230, Englewood, C...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1

About IFP Advisors

Mountain Legacy Family Wealth Partners specializes in comprehensive financial services, including wealth integration management, investment management, financial planning, and legacy planning. They aim to empower individuals and families to achieve their financial dreams and create enduring legacies through personalized guidance and expertise. Their intended clients are those seeking to navigate their financial journey while maximizing their wealth and preserving their values for future generations. The company prides itself on building meaningful connections and providing transparent, solution-focused advice to meet the unique needs of each client.Explore more
IFP Advisors's Social MediaPopular SearchesIFP Advisors LLCMountain Legacy Family Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

IFP Advisors Org Chart

PhoneEmail
MO
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Relationship Manager

PhoneEmail
JB
United States flag for contact location.

Managing Partner & Co-Founder

PhoneEmail
CG
United States flag for contact location.

Managing Partner

PhoneEmail
ML
United States flag for contact location.

Managing Partner

PhoneEmail
DF
United States flag for contact location.

Managing Partner & Co-Founder

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IFP Advisors

<$5M
1-10
Private
-
2021
MO
Mara OtleyRelationship Manager
$5.3M
1-10
Private
-
2014
JH
Jasen HunterNational Sales & Marketing Director
<$5M
1-10
Private
-
2022
AF
April FigoneClient At Para Wealth Advisors Relationship Manager
<$5M
1-10
Private
-
2012
MO
Mae OrtizExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IFP Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IFP Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IFP Advisors.

IFP Advisors Tech Stack

A closer look at the technologies used by IFP Advisors

Top Finance Companies

Frequently Asked Questions Regarding IFP Advisors

What is IFP Advisors's official website?
IFP Advisors's official website is www.mtnlegacy.com
What is IFP Advisors's Revenue?
IFP Advisors's revenue is <$5 Million
What is IFP Advisors's SIC code?
IFP Advisors's SIC: 62,628
What is IFP Advisors's NAICS code?
IFP Advisors's NAICS: 52,523
How many employees does IFP Advisors have?
IFP Advisors has 1-10 employees
What industry does IFP Advisors belong to?
IFP Advisors is in the industry of: Finance, Securities Trading
What is IFP Advisors competition?
IFP Advisors top competitors include: The Millionaire Portfolio Group, Cowboy Ventures, Para Wealth Advisors
What technology does IFP Advisors use?
Some of the popular technologies that IFP Advisors uses are: Drupal, Microsoft 365, Google Tag Manager, GoDaddy DNS
What does IFP Advisors do?

Mountain Legacy Family Wealth Partners specializes in comprehensive financial services, including wealth integration management, investment management, financial planning, and legacy planning. They aim to empower individuals and families to achieve their financial dreams and create enduring legacies through personalized guidance and expertise. Thei... r intended clients are those seeking to navigate their financial journey while maximizing their wealth and preserving their values for future generations. The company prides itself on building meaningful connections and providing transparent, solution-focused advice to meet the unique needs of each client.Read More

What are IFP Advisors social media links?
IFP Advisors Linkedin page
Is IFP Advisors a public company?
IFP Advisors is private company therefore does not currently have an official ticker symbol
See more information about IFP Advisors

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