Ivernia Capital, LLC
Ivernia Capital, LLC (CRD# 282833) is a financial advisory firm headquartered in Marina Del Rey, CA. They manage $39,025,250 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts49ACCOUNTS
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Average Account Value$796,434
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MT
Financial Advisors at Ivernia Capital, LLC
1
Johnny Chuchen (CRD# 3024845) is an Investment Advisor Representative working at Ivernia Capital, LLC in Marina Del Rey, CA and has over 19 years of experience in the finance industry.
2
Ronald Phillis (CRD# 2931332) is an Investment Advisor Representative working at Ivernia Capital, LLC in Bigfork, MT and has over 13 years of experience in the finance industry.
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