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Building 2IVY LEAGUE FINANCIAL ADVISORS LLC

Map pinROCKVILLE, MD
Phone301-258-1300
NotebookSEC #801-66562
Total AUM
$188.7M
Employees
4
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 NORTH WASHINGTON STREET
SUITE 250
ROCKVILLE
MD 20850
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
301-258-1300

ReceiptFinancials

Total AUM
$188.7M
Accounts
345
Discretionary
$188.7M
Accounts
345
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$13.6M
HNW Individual Clients
64
AUM
$170.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCMDVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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