IVESTA CORP
Total AUM
$82M
Employees
2Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1230 AVENUE OF THE AMERICAS
NEW YORK
NY 10023
United States
NEW YORK
NY 10023
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
917-864-0407
Financials
Total AUM
$82M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$82M
Accounts
1
Clients
Corporation or Business Clients
1AUM
$82M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
NY
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.