Ivy Ridge Asset Management, LLC

Ivy Ridge Asset Management, LLC (CRD# 129724) is a financial advisory firm headquartered in Rhinebeck, NY. They manage $7,000,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $142,857
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT, NY

Financial Advisors at Ivy Ridge Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David J. Albahary
CRD#: 3173507
6423 Montgomery Street, Rhinebeck, NY 12572
106
Wealthminder
score
David Albahary (CRD# 3173507) is an Investment Advisor Representative working at Ivy Ridge Asset Management, LLC in Rhinebeck, NY and has over 17 years of experience in the finance industry. David Albahary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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