|
⚲
|
| Ivy League Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 119145 |
| SEC # | 801-66562 |
| CIK # | |
| AUM | $133.8 MM (2024-03-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 301-258-1300 |
| Address | 11 North Washington Street Rockville, MD 20850 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 10.9 |
| (b) Individuals (high net worth individuals) | 50 | 119.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 133.8 |
| By Discretionary | ||
| Discretionary | 304 | 133.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 133.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 131.9 | |
| Total | 304 | 133.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Davis Wealth Advisors LLC
✚
|
NH | 0.1 |
|
360 Financial Partners LLC
✚
|
SC | 0.1 |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |
|
Sierra Wealth Group LLC
✚
|
MT | 0.1 |
|
Financial Life Planners LLC
✚
|
AZ | 0.1 |
|
RCM Robinson Capital Management LLC
✚
|
CA | 0.1 |
|
Broadwealth LLC
✚
|
MA | 0.1 |
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.1 |
|
MZ Capital Management LLC
✚
|
MD | 0.1 |
|
Sentara Capital LLC
✚
|
GA | 0.1 |