Marco Mendoza
IFC Advisors · Los Angeles, California
Marco Mendoza is a fee-only financial advisor at IFC Advisors in Los Angeles, California. IFC Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marco →
Facts
| Firm | IFC Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.34B across 2,054 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3111936 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ifcadvisors.com |
| Profile |
How Marco's firm compares
- IFC Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,054 accounts).
Request an introduction to Marco
Tell Marco a little about what you're looking for. Marco isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marco
Is Marco Mendoza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marco holds no broker registration, and IFC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marco charge for financial advice?
Marco's firm, IFC Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marco Mendoza based?
Marco Mendoza is based in Los Angeles, California.
Is Marco Mendoza registered with the SEC?
Yes. Marco Mendoza is registered as an investment adviser representative in CA (CRD 3111936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does IFC Advisors manage?
IFC Advisors reports $2.34B across 2,054 accounts in assets under management.
How do I contact Marco Mendoza?
Through Marco's website, www.ifcadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.