The Ivy League Advisory Group, LLC

RIASEC Registered

Total AUM

$35.1M

Discretionary

0% of AUM

Avg account

$110K

Accounts

318

Employees

Advisory reps

Firm details

Headquarters: San Tan Valley, Arizona
CRD number: 172730
Website: theivyag.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals78.37%
HNWI21.63%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Ivy League Advisory Group, LLC is organized as an LLC and operates as an independent registered investment adviser focused on individual and family clients. The firm identifies itself as a capital allocator and combines investment advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting outside managers, and running educational seminars or workshops. Its fee arrangements are varied: the firm charges a percentage of assets under management and also uses hourly, fixed-fee, and other billing approaches. The snapshot data indicates the firm does not position itself as an active ESG investor and is not listed as a multi‑state adviser. Ownership is reported as a combination of a domestic entity and individual ownership.