← Back to searchVisit website
IVY & CO.
IVY CAPITAL LLC
CRD 333600
931 MAIN ST., UNIT #3, SOUTH GLASTONBURY, CT, 06073, United States
Phone
(860) 734-4024
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$6.5M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD