|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ivy League Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 119145 |
| SEC # | 801-66562 |
| CIK # | |
| AUM | $151.0 M (2025-03-08) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 301-258-1300 |
| Address | 11 North Washington Street Rockville, MD 20850 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 10.7 |
| (b) Individuals (high net worth individuals) | 57 | 136.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 151.0 |
| By Discretionary | ||
| Discretionary | 331 | 151.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 151.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 149.4 | |
| Total | 331 | 151.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Willamette Financial Advisors LLC
✚
|
OR | 0.2 |
|
Davidson Advisory Group LLC
✚
|
NC | 0.2 |
|
Bridgeway Wealth Management LLC
✚
|
IA | 0.2 |
|
Effective Assets Inc
✚
|
0.2 | |
|
Amphora Wealth Management LLC
✚
|
NC | 0.2 |
|
O'Dell Capital Management
✚
|
OH | 0.2 |
|
Crossover Capital Brands LLC
✚
|
PA | 0.2 |
|
Elite Income Advisors Inc
✚
|
MD | 0.2 |
|
Gilbert Greg RIA LLC
✚
|
CA | 0.2 |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 0.1 |