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James William Ivey

DANA INVESTMENT ADVISORS INC·BROOKFIELD, Wisconsin
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15800 W. BLUEMOUND RD. SUITE 250, BROOKFIELD, WI 53005CRD# 255754Firm CRD# 105879
01

About

James William Ivey is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with DANA INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
DANA INVESTMENT ADVISORS INC
DANA INVESTMENT ADVISORS INC
AUM
$4.5B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at DANA INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 255754
Firm CRD# 105879
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James William Ivey offer?
James William Ivey specializes in Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are James William Ivey's credentials?
James William Ivey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Ivey located?
James William Ivey is based in BROOKFIELD, Wisconsin, working with DANA INVESTMENT ADVISORS INC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does James William Ivey charge for services?
James William Ivey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANA INVESTMENT ADVISORS INC?
DANA INVESTMENT ADVISORS INC has approximately 61 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BROOKFIELD
Patricia Anne Kiefer — REVIEW SERVICES INCTim Allen Konicke — REVIEW SERVICES INCRamu Ramiah — RAMIAH INVESTMENT GROUP, INC.Letha Joseph — RAMIAH INVESTMENT GROUP, INC.William Goodman — GOLDEN ANGELS INVESTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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