Overview
Assets Under Management: $134 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 119145
Last Filing Date: 2024-03-07 00:00:00
Website: https://ivyfa.com