I
$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-2025
- Office Locations
- 1
Office Locations
931 Main St. Unit #3 South Glastonbury CT
About IVY & Co.
IVY & Co. is a South Glastonbury-based RIA. The firm has been operating for 1 years. Managing $6.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Legacy Optima vertex Catalyst north Atlas Vital Element Vertex value Vertex Momentum Vital summit Harbor Harbor
Client Personas
Focus momentum
Investment Themes
Foundation crest Momentum bridge Harbor capital Capital signal
Investment Vehicles
Signal horizon Fusion legacy
Services
Summit Signal matrix Prime Pioneer Glacier delta Pioneer Quantum value
Owner & Executives
K
Kyle Langevin
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #7017028
- Ownership
- 75% or more
(386) 880-3720
foundation.eagle@alphacapital.com
in linkedin.com/in/signal-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,500,000
Equity - Exchange:
21.3% U.S. Government/Agency:
23.1% Cash:
18.6% Corporate - Investment Grade:
6.0% Municipal Bonds:
9.6% Sovereign Bonds:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $910,001,143 | 21.3% |
| U.S. Government/Agency | $986,902,648 | 23.1% |
| Cash | $794,648,885 | 18.6% |
| Corporate - Investment Grade | $256,338,350 | 6.0% |
| Municipal Bonds | $410,141,360 | 9.6% |
| Sovereign Bonds | $914,273,449 | 21.4% |
| Total | $4,272,305,835 | 100.0% |