IFP Plan Management
Finance · 11-50 Employees
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Overview
Website
www.ifplanmanagement.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About IFP Plan Management
IFP Plan Management is a recognized wealth management firm that provides personalized financial advice and management services, particularly focusing on 401(k) and 403(b) plans. With over 400 advisors and $2.7 billion in assets under management, they cater to individual clients, non-profits, and employers, offering professional management of retirement plans at no cost to employers. The firm is part of Independent Financial Partners and has been acknowledged as one of the Top 50 Wealth Managers by Forbes. Their approach includes creating tailored asset allocations and ongoing monitoring to ensure clients' financial goals are met.Explore more
Popular SearchesIFP Plan ManagementSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
IFP Plan Management
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
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Frequently Asked Questions Regarding IFP Plan Management
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IFP Plan Management is a recognized wealth management firm that provides personalized financial advice and management services, particularly focusing on 401(k) and 403(b) plans. With over 400 advisors and $2.7 billion in assets under management, they cater to individual clients, non-profits, and employers, offering professional management of retire... Read More
