IVY Advisors, LLC
RIAState Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$8M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 145461
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
IVY Advisors, LLC is a small, privately held limited liability advisory firm owned by an individual that provides portfolio management for individual investors and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and reports that it does not integrate ESG factors into its investment approach. It is not structured as a multi-state adviser or a capital allocator; its core activity is discretionary portfolio management for private clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents80%
- Derivatives20%
Owners & executives
FINTRXContacts
FINTRXWealth 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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