IVC Wealth Advisors is an investment advisor in Silverdale with $345.39 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471654678
SEC advisor number
801-114980
FINRA CRD number
301127
AUM ?
$357.95 mm
(as of 22 Mar 24)
Accounts
1,173
(as of 22 Mar 24)
Employees
8
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22