IVC Wealth Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

163 E Main St, Silverdale, Pennsylvania,...

Phone Number

(215) 392-6631

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1

About IVC Wealth Advisors

IVC Wealth Advisors specializes in wealth management and retirement plan advisory services tailored for clients in the Delaware Valley. They focus on personalized investment strategies and aim to achieve successful retirement outcomes for both plan sponsors and participants. The firm emphasizes a service-centered approach, ensuring that financial strategies are aligned with clients' objectives. Their comprehensive services cover various financial aspects, including retirement, investment, estate planning, insurance, and tax management.Explore more
IVC Wealth Advisors's Social MediaPopular SearchesIvc Wealth Advisors LLCivcwealth.comIVC Wealth AdvisorsIVC Wealth Advisors IncSIC Code 62,628NAICS Code 52,523Show more

IVC Wealth Advisors Org Chart

PhoneEmail
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IVC Wealth Advisors

<$5M
1-10
Private
-
2014
PM
Paul McColganChief Compliance Officer
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
11-50
Private
-
2009
MC
Martin CramerChief Compliance Officer
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2022
AB
Amy BabbelSenior Manager, Operations
<$5M
1-10
Private
-
1947
GS
Gregory StalsbergChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IVC Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IVC Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IVC Wealth Advisors.

IVC Wealth Advisors Tech Stack

A closer look at the technologies used by IVC Wealth Advisors

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Frequently Asked Questions Regarding IVC Wealth Advisors

What is IVC Wealth Advisors's official website?
IVC Wealth Advisors's official website is www.ivcwealth.com
What is IVC Wealth Advisors's Revenue?
IVC Wealth Advisors's revenue is <$5 Million
What is IVC Wealth Advisors's SIC code?
IVC Wealth Advisors's SIC: 62,628
What is IVC Wealth Advisors's NAICS code?
IVC Wealth Advisors's NAICS: 52,523
How many employees does IVC Wealth Advisors have?
IVC Wealth Advisors has 1-10 employees
What industry does IVC Wealth Advisors belong to?
IVC Wealth Advisors is in the industry of: Finance, Securities Trading
What is IVC Wealth Advisors competition?
IVC Wealth Advisors top competitors include: OWL Private Wealth Advisors, Martucci Adams Wealth Advisors, JLB Wealth Management Group, Ryan Financial Group
What technology does IVC Wealth Advisors use?
Some of the popular technologies that IVC Wealth Advisors uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact IVC Wealth Advisors?
IVC Wealth Advisors contact info: Phone number: (215) 392-6631 Website: www.ivcwealth.com
What does IVC Wealth Advisors do?

IVC Wealth Advisors specializes in wealth management and retirement plan advisory services tailored for clients in the Delaware Valley. They focus on personalized investment strategies and aim to achieve successful retirement outcomes for both plan sponsors and participants. The firm emphasizes a service-centered approach, ensuring that financial s... trategies are aligned with clients' objectives. Their comprehensive services cover various financial aspects, including retirement, investment, estate planning, insurance, and tax management.Read More

What are IVC Wealth Advisors social media links?
IVC Wealth Advisors Linkedin page IVC Wealth Advisors Facebook page
Is IVC Wealth Advisors a public company?
IVC Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about IVC Wealth Advisors

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