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Ivcevich, Mark, Joseph (Takoma Park)


Ivcevich, Mark, Joseph is a large advisory firm based in Takoma Park. It manages $155.13 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of District of Columbia, Maryland, Texas, and Virginia.

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Ivcevich, Mark, Joseph provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ivcevich, Mark, Joseph: assets under management

The assets under management (AUM) of Ivcevich, Mark, Joseph is $155.13 million. The firm's AUM has grown by 256% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.61 million in discretionary accounts and $149.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.16 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ivcevich, Mark, Joseph for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Takoma Park

The principal office where Ivcevich, Mark, Joseph performs its advisory services is located at 6930 Carroll Avenue, Takoma Park, MD 20912, 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 301-326-1521 or by fax 240-235-3557. The normal business hours are 8:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.qp-consulting.com.


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