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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $21.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 170K
      Accounts
    • $124.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1,879

name start date
Phil Jasso
June 2007
Joseph Daniel Lyons
August 2009
Debra Rae Schilling
August 2012
Patrick Anthony Cuillo
April 2016
Thomas Martin Annis
September 1996

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fiduciary Trust Company of New Hampshire -- --
    Ivy Distributors, Inc. Broker-Dealer --
    Ivy Investments IAR $67,780,033,571

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Craig A Junkins Principal Operations Officer December, 2018 less than 5%
      Michael John Daley Vp, Corporate Controller May, 2018 less than 5%
      Benjamin Russell Clouse Senior Vice President, Principal Accounting Officer, Director, Principal Financial Officer November, 2017 less than 5%
      Elizabeth Ann Hansen Svp And Chief Compliance Officer April, 2018 less than 5%
      Shawn Michael Mihal President, Chief Operations Officer And Director November, 2017 less than 5%
      Brent Kyle Bloss Chairman Of The Board, Senior Vice President, Treasurer, Director November, 2017 less than 5%
      Mark Patrick Buyle Senior Vice President And General Counsel March, 2000 less than 5%
      Matthew Kirk Reeves Senior Vice President And Head Of Product And Planning August, 2017 less than 5%
      Jacquelyn Elayne Glenn Senior Vice President And Chief Supervisory Officer October, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees