I
CRD: 114133
Ivan Capital Management, Inc.
Longmont, CO
3038192786
$14.9M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-1996
- Office Locations
- 1
Office Locations
-- Longmont CO
About Ivan Capital Management, Inc.
Ivan Capital Management, Inc. is a Longmont-based RIA. The firm has been operating for 30 years. Managing $14.9M in total assets under management, with 1 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
$829.6K AVG AUM / CLIENT
30.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Pathway
Investment Vehicles
Element foundation
Services
Radial insight
Owner & Executives
M
MARK FRANCIS IVAN
Financial Advisor, President
- CRD
- #1190018
- Ownership
- 75% or more
(683) 784-2333
atlas.beacon@focuscapital.com
in linkedin.com/in/eagle-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,933,414 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,933,414 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,933,414
Equity - Exchange:
16.7% Cash:
23.2% Other:
30.2% Corporate - Investment Grade:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $161,444,980 | 16.7% |
| Cash | $224,282,847 | 23.2% |
| Other | $291,954,396 | 30.2% |
| Corporate - Investment Grade | $289,054,186 | 29.9% |
| Total | $966,736,409 | 100.0% |