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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 Oct. 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

1,859

name start date
Phil Jasso
June 2007
Elyssa Grace Lewis
October 2018
Jane Marie Gilliam
April 2001
Grant Baker Durham
June 2015
Michael Edward Dennis
December 2008

    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
      Matthew Scott Kramper Vp And Principal Operations Officer October, 2019 less than 5%
      Michael John Daley Vp And Financial And Operations Principal May, 2018 less than 5%
      Matthew Kirk Reeves Svp And Head Of Product And Planning August, 2017 less than 5%
      Jacquelyn Elayne Glenn Svp And Chief Supervisory Officer October, 2016 less than 5%
      Benjamin Russell Clouse Svp, Director, Principal Financial Officer November, 2017 less than 5%
      Shawn Michael Mihal President And Director November, 2017 less than 5%
      Brent Kyle Bloss Svp, Chairman Of The Board, Director November, 2017 less than 5%
      Mark Patrick Buyle Svp And General Counsel August, 2018 less than 5%
      Elizabeth Ann Hansen Svp And Chief Compliance Officer April, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees