Friends Ivory & Sime Inc is a large advisory firm based in London. It manages $125.5 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2001.
Friends Ivory & Sime provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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 Friends Ivory & Sime Inc is $125.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Friends Ivory & Sime Inc for their services and products based on a percentage of assets under management. 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.
James Robert Bloom has been acting as President since 1 Oct 1998. Peter Alistair Kennedy Arthur joined the executive team most recently as the Director.
The principal office where Friends Ivory & Sime Inc performs its advisory services is located at 100 Wood Street, London, Ec2 V7 An, 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 011442075061100 or by fax 011442076011755. The normal business hours are 8:00am - 6:00pm on Monday - Friday.