IVY Advisors, LLC

Overview

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