IVY ASSET MANAGEMENT LLC

UNIONDALE, New York·4 registered advisors·CRD# 107831
SEC# 801-45776516-338-3760
01

Firm Overview

AUM
$206M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Other: NO LONGER CHARGING FEES TO CLIENTS
03

Advisors at IVY ASSET MANAGEMENT LLC

4 registered advisors
Charles J. Billerbeck
UNIONDALE, New York
Douglas Wade Squasoni
UNIONDALE, New York
Jason Brian Garmise
UNIONDALE, New York
Thomas Carl Graf
UNIONDALE, New York
05

Office Locations

UNIONDALE, New York
4 advisors

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Data sourced from SEC Form ADV filings. IVY ASSET MANAGEMENT LLC (CRD# 107831) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.