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
By the Numbers
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Total Assets Under Management75,283MILLION
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Total Number of Accounts134ACCOUNTS
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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.
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