IVY & CO.

IVY & CO. of SOUTH GLASTONBURY, CT is an SEC-registered investment adviser (CRD 333600). Regulatory assets under management: $6.5M.

Registration

• CRD: 333600
• Type: Registered investment adviser
• Location: 931 MAIN ST., SOUTH GLASTONBURY, CT, 06073
• Phone: (860) 734-4024
• Latest filing: 2026-03-23
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search