Be advised. This firm is no longer registered.

Ivy Equities Ii, LLC

Ivy Equities Ii, LLC (CRD# 159338) is a financial advisory firm headquartered in Greenwich, CT. They manage $2,235,754 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,235,754
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
The map below shows states where this firm has explicit registration only.

CT, NJ

Financial Advisors at Ivy Equities Ii, LLC
No Advisor Found.
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