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THE IVY LEAGUE ADVISORY GROUP, LLC
CRD 172730
530 E HUNT WAY, SUITE 103 #480, SAN TAN VALLEY, AZ, 85142, United States
Phone
603-899-7572
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $27.5M |
| High net worth individuals | 6 | $7.6M |
All web addresses on file
Official SEC filing: View on IAPD