IVY INVESTMENT MANAGEMENT COMPANY

IVY INVESTMENTS
OVERLAND PARK, Kansas·9 registered advisors·CRD# 123381
SEC# 801-615150913-236-2000
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at IVY INVESTMENT MANAGEMENT COMPANY

9 registered advisors
Brent Kyle Bloss
OVERLAND PARK, Kansas
Daniel Charles Schulte
OVERLAND PARK, Kansas
Daniel Ganteanme Scherman
OVERLAND PARK, Kansas
Daniel Partner Hanson
OVERLAND PARK, Kansas
John Earl Sundeen
OVERLAND PARK, Kansas
Jon-Jason Richie
OVERLAND PARK, Kansas
Michael John Daley
OVERLAND PARK, Kansas
Michael L Avery
OVERLAND PARK, Kansas
Philip James Sanders
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
9 advisors

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Data sourced from SEC Form ADV filings. IVY INVESTMENT MANAGEMENT COMPANY (CRD# 123381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.