Ivy Investments

Ivy Investments (CRD# 123381) is a financial advisory firm headquartered in Overland Park, KS. They manage $75,282,911,865 in 134 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

6300 Lamar Avenue, Overland Park, KS 66202

https://twitter.com/ivy_investments

By the Numbers

Total Assets Under Management

75,283

MILLION
Total Number of Accounts

134

ACCOUNTS
Average Account Value

$561,812,775

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
Other

Types of Clients

Registered States

Registered Investment Advisor

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, 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 The information may be inaccurate, incomplete or outdated.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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