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Building 2IVY ASSET MANAGEMENT LLC

Map pinUNIONDALE, NY
Phone516-338-3760
NotebookSEC #801-45776
Total AUM
$206.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 GLENN CURTISS BOULEVARD
7TH FLOOR
UNIONDALE
NY 11556
United States
Operating Hours
8:30AM-6:00PM
Monday - Friday
Phone
516-338-3760

ReceiptFinancials

Total AUM
$206.5M
Accounts
53
Discretionary
$206.5M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Other Services
Other Services
PROVIDES INVESTMENT SUPERVISORY SERVICES; LIQUIDATION OVERSIGHT
Compensation Types
Charges Other Fee
Other Compensation
NO LONGER CHARGING FEES TO CLIENTS

Shield checkCompliance

Disclosures
Other Regulator Violation FindingPending Civil ProceedingPending Regulatory Proceeding
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 88 business affiliates.
Claimed Affiliates
Reported as an affiliate by 21 other businesses.

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