Ivy Advisors, LLC

Ivy Advisors, LLC (CRD# 145461) is a financial advisory firm headquartered in , . They manage $11,500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

CA

Financial Advisors at Ivy Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Doron Linz
CRD#: 1849991
Santa Barbara, CA
93
Wealthminder
score

Doron Linz (CRD# 1849991) is an Investment Advisor Representative working at Ivy Advisors, LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.

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