Ixis Securities North America Inc. is a large advisory firm based in New York. It manages $7.34 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005.
Ixis Securities North America provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ixis Securities North America Inc. is $7.34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 111% 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 Ixis Securities North America Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Frank Michael Fletcher has been acting as President since 1 Mar 2003. Caisse Nationale Des Caisses D'epargne Cnce joined the executive team most recently as the Owner.
The principal office where Ixis Securities North America Inc. performs its advisory services is located at 9 West 57 Th Street, New York, NY 10019, 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 212-891-6100 or by fax 212-891-1800. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday.