IVY Advisors, LLC

Overview

Ivy Advisors, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management. While it does not identify as an active ESG investor, it has carved out a niche in the wealth management space by catering to a select client base of individuals and families. The firm does not engage in capital allocation or pension consulting, positioning itself as a straightforward advisory service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices