Ivan Capital Management, Inc.
RIASEC Registered
Total AUM
$14.9M
Discretionary
$14.9M
100% of AUM
Avg account
$1.7M
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 114133
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ivan Capital Management, Inc. is a small independent registered investment adviser organized as a corporation. The firm focuses on portfolio management for individuals and small businesses and serves individual and family clients on a fee basis charged as a percentage of assets under management. It does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents8%
- Other3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1Mark Ivan
PresidentCRD 1190018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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