Ivory Wealth Management Inc.

Ivory Wealth Management Inc. (CRD# 171422) is a financial advisory firm headquartered in , . They manage $7,167,475 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.ivorywm.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $217,196
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Ivory Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Parris, financial advisor
James E. Parris
CRD#: 6277478
,

James Parris (CRD# 6277478) is an Investment Advisor Representative working at Ivory Wealth Management Inc. in , and has over 10 years of experience in the finance industry.

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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