Ivory Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

124 Westbrook Rd Ste 202, Essex, Connect...

Phone Number

(860) 767-5014

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About Ivory Wealth Management

Ivory Wealth Management offers comprehensive wealth management and retirement planning services, providing personalized and objective financial guidance. Their services include financial planning, portfolio management, and retirement plan services tailored to meet the unique needs of individuals, families, and specific professions such as musicians and artists. The firm focuses on helping clients navigate their financial journeys through structured strategies and active risk management. With a dedicated team and a commitment to clarity and discipline, Ivory Wealth Management aims to instill long-term financial confidence in their clients.Explore more
Ivory Wealth Management's Social MediaPopular SearchesIvory Wealth ManagementIvory Wealth Management IncIvory Investments LLCIvory Management Group LLCTory Cattle Company LLCSIC Code 62,628NAICS Code 52,523Show more

Ivory Wealth Management Org Chart

James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
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Chief Executive Officer & Founder

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TK
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Vice President and Financial Advisor

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JS
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Senior Vice President and Retirement Plan Spe...

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RW
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Associate VP, Retirement Plan Services

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RH
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Manager, Investment

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YP
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Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ivory Wealth Management

$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
$5.4M
11-50
Private
-
2015
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2020
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ivory Wealth Management financials insights

Gather financial insights about Ivory Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$64K

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Ivory Wealth Management Tech Stack

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Ivory Wealth Management News & Media

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Frequently Asked Questions Regarding Ivory Wealth Management

What is Ivory Wealth Management's official website?
Ivory Wealth Management's official website is www.ivorywealthmgmt.com
What is Ivory Wealth Management's Revenue?
Ivory Wealth Management's revenue is $5.8 Million
What is Ivory Wealth Management's SIC code?
Ivory Wealth Management's SIC: 62,628
What is Ivory Wealth Management's NAICS code?
Ivory Wealth Management's NAICS: 52,523
How many employees does Ivory Wealth Management have?
Ivory Wealth Management has 1-10 employees
What industry does Ivory Wealth Management belong to?
Ivory Wealth Management is in the industry of: Finance, Securities Trading
What is Ivory Wealth Management competition?
Ivory Wealth Management top competitors include: JLB Wealth Management Group, Heritage Wealth Management, Mountain Rock Wealth Management, Gregory-Matthew
What technology does Ivory Wealth Management use?
Some of the popular technologies that Ivory Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Microsoft 365, Google Tag Manager
How do I contact Ivory Wealth Management?
Ivory Wealth Management contact info: Phone number: (860) 767-5014 Website: www.ivorywealthmgmt.com
What does Ivory Wealth Management do?

Ivory Wealth Management offers comprehensive wealth management and retirement planning services, providing personalized and objective financial guidance. Their services include financial planning, portfolio management, and retirement plan services tailored to meet the unique needs of individuals, families, and specific professions such as musicians... and artists. The firm focuses on helping clients navigate their financial journeys through structured strategies and active risk management. With a dedicated team and a commitment to clarity and discipline, Ivory Wealth Management aims to instill long-term financial confidence in their clients.Read More

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

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