Ivy League Financial Advisors LLC
Ivy League Financial Advisors LLC (CRD# 119145) is a financial advisory firm headquartered in Rockville, MD. They manage $133,836,836 in 304 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management134MILLION
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Total Number of Accounts304ACCOUNTS
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Average Account Value$440,253
- 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
- Other
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 27 years of experience in the finance industry.
Lisa Crivella (CRD# 7833345) 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.
Matthew Sanchez (CRD# 6082699) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has over 3 years of experience in the finance industry.