Ib Asset Management, Ibkr Asset Management

Ib Asset Management, Ibkr Asset Management (CRD# 145694) is a financial advisory firm headquartered in London, . They manage $73,554,812 in 369 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $199,336
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, PA, SD, TN, TX, VA, WA, WI

Financial Advisors at Ib Asset Management, Ibkr Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
John R. Dahlstrom
CRD#: 5048829
175 Federal Street, Suite 930, Boston, MA 02110
93
Wealthminder
score

John Dahlstrom (CRD# 5048829) is an Investment Advisor Representative working at Ib Asset Management, Ibkr Asset Management in Boston, MA and has over 7 years of experience in the finance industry.

2
Joseph P. Sullivan
CRD#: 5701683
175 Federal St, Suite 930, Boston, MA 02110
93
Wealthminder
score

Joseph Sullivan (CRD# 5701683) is an Investment Advisor Representative working at Ib Asset Management, Ibkr Asset Management in Boston, MA and has over 6 years of experience in the finance industry.

3
Sanjoy Ghosh
CRD#: 6230385
175 Federal Street, Suite 825, Boston, MA 02110
90
Wealthminder
score

Sanjoy Ghosh (CRD# 6230385) is an Investment Advisor Representative working at Ib Asset Management, Ibkr Asset Management in Boston, MA and has over 3 years of experience in the finance industry.

4
Alexander D. Macandrew
CRD#: 6022938
1 Duchess Street, London, W1W6A
90
Wealthminder
score

Alexander Macandrew (CRD# 6022938) is an Investment Advisor Representative working at Ib Asset Management, Ibkr Asset Management in London, and has 1 year of experience in the finance industry.

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