IVY LEAGUE FINANCIAL ADVISORS LLC

RIASEC RegisteredEst. 2006

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$547K

Accounts

345

Employees

Advisory reps

Firm details

Headquarters: ROCKVILLE, Maryland
CRD number: 119145
Registered since: April 10, 2006
Website: www.ivyfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.58%
Individuals7.19%
Pension & Profit Sharing Plans2.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IVY League Financial Advisors LLC is an independent registered investment adviser formed in 2006 that serves individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and educational seminars. Its reported investment practice centers on publicly traded mutual funds and other pooled public vehicles as the primary building blocks for client portfolios, with discretionary management over the bulk of client assets. The firm’s fee model is flexible—charging a percentage of assets under management alongside hourly and fixed fees for planning or advisory projects. IVY League Financial Advisors LLC is not listed as an active ESG investor and does not identify itself as a capital allocator. The firm received recognition as a Top RIA by FA Magazine in 2020.