THE IVY LEAGUE ADVISORY GROUP, LLC

RIASEC Registered

Total AUM

$35.1M

Discretionary

0% of AUM

Avg account

$110K

Accounts

318

Employees

Advisory reps

Firm details

Headquarters: SAN TAN VALLEY, Arizona
CRD number: 172730
Website: theivyag.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals78.37%
HNWI21.63%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Ivy League Advisory Group, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients and provides comprehensive advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It also operates as an insurance broker. The firm uses a mix of billing methods — percentage of AUM, hourly, fixed fees and other arrangements — and functions as a capital allocator, directing client capital to third-party managers when appropriate. The firm is not identified as an active ESG investor and is not positioned as a pension consultant or related adviser.