Overview
Assets Under Management: $134 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
IVY LEAGUE FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119145), IVY LEAGUE FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
IVY LEAGUE FINANCIAL ADVISORS LLC is headquartered in ROCKVILLE, MD.
IVY LEAGUE FINANCIAL ADVISORS LLC serves 57 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, IVY LEAGUE FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
IVY LEAGUE FINANCIAL ADVISORS LLC manages $134 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, IVY LEAGUE FINANCIAL ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 119145
Last Filing Date: 2024-03-07 00:00:00
Website: https://ivyfa.com