BUENA CAPITAL ADVISORS D/B/A IVY INVEST
Total AUM
$12.6M
Employees
4Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2261 MARKET STREET
#5190
SAN FRANCISCO
CA 94114
United States
#5190
SAN FRANCISCO
CA 94114
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
8005357096
Other Offices
1
Financials
Total AUM
$12.6M
Accounts
1Discretionary
$12.6M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
1AUM
$12.6M
Services
Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.