Carolyn
Ives
Thornburg Investment Management Inc
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About this Advisor
Carolyn Ives is a financial advisor working in Santa Fe, New Mexico with a total of 4 years of industry experience. Ives is an advisor for Thornburg Investment Management Inc. Over the course of their career, they have held roles at Thornburg Securities Corp, The Trust For Public Land, Lululemon Athletica, Michael Trujillo Ventures, Santa Fe Wine And Chile Fiesta, St. Michael'S High School and City Councilor Peter Ives. Ives maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Mexico. Thornburg Investment Management Inc is an advisory company headquartered in Santa Fe, NM. It manages $39 billion in assets under management between its 658 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 12 charitable organizations. Of its 658 client accounts, 65% belong to high-net-worth clients who have greater than $1 million in assets. Thornburg Investment Management Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the type of services provided. Fee types charged by Thornburg Investment Management Inc can include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thornburg Investment Management Inc Brokerage Details
$38,735,282,461
204
658
$58,868,210
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Carolyn Ives Work History
Carolyn has been registered as a financial advisor for 4 years.*
Thornburg Securities Corp
The Trust For Public Land
Lululemon Athletica
Michael Trujillo Ventures
Santa Fe Wine And Chile Fiesta
St. Michael'S High School
City Councilor Peter Ives
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carolyn Ives to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thornburg Investment Management Inc
Denver, CO
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Coopersburg, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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