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Building 2IVES ASSET MANAGEMENT INC

Map pinSCOTTSDALE, AZ
Phone602-971-7545
NotebookSEC #801-38579
Total AUM
$68.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8800 N. GAINEY CENTER DRIVE
SUITE 176
SCOTTSDALE
AZ 85258
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
602-971-7545

ReceiptFinancials

Total AUM
$68.6M
Accounts
487
Discretionary
$32.5M
Accounts
65
Non-Discretionary
$36.1M
Accounts
422

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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