Ivy League Financial Advisors LLC
Ivy League Financial Advisors LLC (CRD# 119145) is a financial advisory firm headquartered in Rockville, MD. They manage $134,472,785 in 323 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management134MILLION
Total Number of Accounts323ACCOUNTS
Average Account Value$416,324
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
DC, MD, VA
Christopher Brown (CRD# 2788527) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has over 25 years of experience in the finance industry. Christopher Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Sanchez (CRD# 6082699) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has 1 year of experience in the finance industry.