Be advised. This firm is no longer registered.

David L. Ivey, Registered Investment Adviser

David L. Ivey, Registered Investment Adviser (CRD# 160546) is a financial advisory firm headquartered in Houston, TX. They manage $1,971,619 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Suite 122, 7887 San Felipe Street, Houston, TX 77063
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $151,663
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at David L. Ivey, Registered Investment Adviser
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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