The Ivy League Advisory Group, LLC
The Ivy League Advisory Group, LLC (CRD# 172730) is a financial advisory firm headquartered in San Tan Valley, AZ. They manage $20,130,660 in 258 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
The Ivy League Advisory Group, LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts258ACCOUNTS
-
Average Account Value$78,026
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, NH, VT
Financial Advisors at The Ivy League Advisory Group, LLC
1
Brandon Archibald (CRD# 5831079) is an Investment Advisor Representative working at The Ivy League Advisory Group, LLC in Tilton, NH and has over 13 years of experience in the finance industry.
2
Peter Laufenberg (CRD# 6719775) is an Investment Advisor Representative working at The Ivy League Advisory Group, LLC in Tilton, NH and has over 7 years of experience in the finance industry.
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