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IVY League Financial Advisors LLC

Headquartered in ROCKVILLE, MD

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Firm Information

IVY League Financial Advisors LLC is an independent financial advisory firm located in Rockville, MD. Founded in 2011, the firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has approximately $133.8 million in assets under management.

IVY League Financial Advisors LLC

11 NORTH WASHINGTON STREET

ROCKVILLE, MD 20850

$133.84M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities.

Advice on matters not involving securities.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

IVY LEAGUE FINANCIAL ADVISORS LLC has a total of 1 branch locations across the country.
location

ROCKVILLE, MD

Advisors at IVY League Financial Advisors LLC

View All 3 Advisors
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Matthew Sanchez

CFP®, RA

ROCKVILLE, MD

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Lisa Anne Crivella

CFP®, RA

ROCKVILLE, MD

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Christopher Neal Brown

CFP®, RA

ROCKVILLE, MD

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Disclosures

There are no public disclosures for IVY League Financial Advisors LLC.

Frequently Asked Questions (8)

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