Ives Asset Management Inc is a large advisory firm based in Scottsdale. It manages $68.6 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Pennsylvania, and Texas.
Ives Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ives Asset Management Inc is $68.6 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ives Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ives Machiz has been acting as President since 1 Jan 1987. Reid Stuart Johnson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ives Asset Management Inc performs its advisory services is located at 8800 N. Gainey Center Drive, Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-971-7545 or by fax 480-596-2165. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday.