Ivy Advisors, LLC
Ivy Advisors, LLC (CRD# 145461) is a financial advisory firm headquartered in , . They manage $10,814,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$10,814,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Doron Linz (CRD# 1849991) is an Investment Advisor Representative working at Ivy Advisors, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.