IVY LEAGUE FINANCIAL ADVISORS LLC

CRD 119145 · SEC 801-66562

Visit website

11 NORTH WASHINGTON STREET, SUITE 250, ROCKVILLE, MD, 20850, United States

Phone

301-258-1300

Fax

(301) 560-4948

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$188.7M

Discretionary AUM

$188.7M

Team

4 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsADVICE ON MATTERS NOT INVOLVING SECURITIES.

Client types

Type	Clients	AUM
Individuals	38	$13.6M
High net worth individuals	64	$170.9M
Pension/profit sharing plans	1	$4.2M

States served

CA, DC, MD, VA

All web addresses on file

HTTP://WWW.IVYFA.COM
https://www.facebook.com/ivyleaguefinancialadvisors/
https://www.linkedin.com/company/2540513/?trk=tyah
https://www.linkedin.com/in/christopher-brown-3843565/

Official SEC filing: View on IAPD