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
Ivory Wealth Management Inc.
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts33ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Ivory Wealth Management Inc.
1
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.
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