


Ivory Wealth Management Email Formats
Financial Services • Essex, Connecticut, United States • 1-10 Employees
Ivory Wealth Management Email Formats
Ivory Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@ivorywealthmgmt.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ivorywealthmgmt.com | 50% |
{first name} | john@ivorywealthmgmt.com | 50% |
Key Contact at Ivory Wealth Management
Charles Crilly
President, Financial Advisor
Company overview
| Headquarters | 124 Westbrook Road, Suite 202, Essex, CT 06426, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Retirement Planning, Portfolio Management, Financial Planning, Income Strategies |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
About Ivory Wealth Management
At Ivory Wealth Management we believe in a better way. We founded Ivory to be the kind of place where we’d want to be clients! We treat our clients with the care and respect we’d expect ourselves by getting to know you, and making sure we understand your goals for the future. We understand that investing is more than just a numbers game. We care about your reasons for investing and will tailor an investment approach to meet your specific needs. We empower our clients to feel confident with their investment decisions. We are happy to answer any questions you might have. Our goal is to make sure you can breathe easy, secure in the knowledge that your money is working effectively for you. • info@ivorywealthmgmt.com • www.finra.org • www.sipc.org • Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Ivory Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures • This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Ivory Wealth Management has never raised funding before.
Ivory Wealth Management Tech Stack
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Frequently asked questions
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