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IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
SILVERDALE, Pennsylvania
·
4 registered advisors
·
CRD# 301127
SEC# 801-114980
0
(215)-392-6631
01
Firm Overview
AUM
$358M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at IVC WEALTH ADVISORS LLC
4 registered advisors
David William Gotwals
SILVERDALE, Pennsylvania
CRD# 3128231
Eric Vaughn Landes
SILVERDALE, Pennsylvania
CRD# 4418250
Paul Joseph Mccolgan
SILVERDALE, Pennsylvania
CRD# 2868491
Ronald Jack Joyce
SILVERDALE, Pennsylvania
CRD# 3273971
05
Office Locations
SILVERDALE, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. IVC WEALTH ADVISORS LLC (CRD# 301127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.