Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > silverdale > IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC
163 E. Main Street
Silverdale, Pennsylvania 18962
Tel: (215)-392-6631
About IVC WEALTH ADVISORS LLC
IVC WEALTH ADVISORS LLC, formally registered with the SEC as IVC WEALTH ADVISORS LLC. The firm was established in 04/10/2019. They have over 1 offices throughout the country.
IVC WEALTH ADVISORS LLC is a Silverdale, Pennsylvania based Financial Planning firm with nearly $357,951,896 assets under management, offering retirement planning & investment advisory services to 1173 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301127 |
| SEC# | 801-114980 |
| Assets Managed by Firm | $357,951,896 |
| No. of Clients | 1173 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1173 | $357,951,896 |
| Individuals (other than high net worth individuals) | 426 | $118,300,071 |
| High net worth individuals | 75 | $194,498,485 |
| Pension and profit sharing plans | 45 | $15,981,170 |
| Charitable organizations | 12 | $11,663,537 |
| Corporations or other businesses | 12 | $17,508,633 |
More Retirement Planning firms in Silverdale, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Silverdale, Pennsylvania