IVY LEAGUE FINANCIAL ADVISORS LLC

11 North Washington Street
Suite 250
Rockville, Maryland 20850
Tel: 301-258-1300

About IVY LEAGUE FINANCIAL ADVISORS LLC

IVY LEAGUE FINANCIAL ADVISORS LLC, formally registered with the SEC as IVY LEAGUE FINANCIAL ADVISORS LLC. The firm was established in 04/10/2006. They have over 1 offices throughout the country.

IVY LEAGUE FINANCIAL ADVISORS LLC is a Rockville, Maryland based Financial Planning firm with nearly $133,836,836 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119145
SEC#	801-66562
Assets Managed by Firm	$133,836,836
No. of Clients	304
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	304	$133,836,836
Individuals (other than high net worth individuals)	32	$10,921,137
High net worth individuals	50	$119,056,451
Pension and profit sharing plans	Fewer than 5 clients	$3,838,887
Charitable organizations	Fewer than 5 clients	$20,361

More Retirement Planning firms in Rockville, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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