Ivy Investments

Ivy Investments (CRD# 123381) is a financial advisory firm headquartered in Overland Park, KS. They manage $67,780,033,571 in 142 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6300 Lamar Avenue, Overland Park, KS 66202
https://www.ivyinvestments.com
By the Numbers
  • Total Assets Under Management
    67,780
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $477,324,180
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

KS, LA, OK, TX

Financial Advisors at Ivy Investments
No Advisor Found.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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