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Building 2IVY MANAGEMENT INC

Map pinBOCA RATON, FL
Phone800-456-5111
NotebookSEC #801-20721
Total AUM
$2.7B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
925 SOUTH FEDERAL HIGHWAY
SUITE 600
BOCA RATON
FL 33432
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
800-456-5111

ReceiptFinancials

Total AUM
$2.7B
Accounts
37
Discretionary
$2.7B
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation FindingOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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