IVY LEAGUE FINANCIAL ADVISORS LLC
CRD #119145 SEC #801-66562 ROCKVILLE, MD 301-258-1300
SEC Registered
Total AUM
$151M
Discretionary
$151M
Employees
4
Clients
51
Accounts
331
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $151M | $151M | $0 | 4 | 0 |
| Mar 2025 | $151M | $151M | $0 | 4 | 0 |
| Mar 2024 | $133.8M | $133.8M | $0 | 4 | 0 |
| Mar 2024 | $133.8M | $133.8M | $0 | 4 | 0 |
| Dec 2023 | $115M | $115M | $0 | 4 | 0 |
| Mar 2023 | $115M | $115M | $0 | 4 | 0 |
| Mar 2023 | $115M | $115M | $0 | 4 | 0 |
| Mar 2023 | $115M | $115M | $0 | 4 | 0 |
| Nov 2022 | $134.5M | $134.5M | $0 | 4 | 0 |
| Apr 2022 | $134.5M | $134.5M | $0 | 4 | 0 |
| Mar 2022 | $134.5M | $134.5M | $0 | 4 | 0 |
| Mar 2021 | $125.1M | $125.1M | $0 | 3 | 0 |
| Jun 2020 | $113M | $113M | $0 | 4 | 0 |
| Mar 2020 | $113M | $113M | $0 | 4 | 0 |
| Nov 2019 | $105.8M | $105.8M | $0 | 3 | 0 |
| Mar 2019 | $105.8M | $105.8M | $0 | 3 | 0 |
| Mar 2018 | $121.8M | $121.8M | $0 | 3 | 0 |
| Mar 2017 | $112M | $112M | $0 | 3 | 100 |
| Mar 2016 | $108.6M | $108.6M | $0 | 3 | 100 |
| Mar 2015 | $128.4M | $128.4M | $0 | 3 | 100 |
| Sep 2014 | $117.7M | $117.7M | $0 | 3 | 100 |
| Mar 2014 | $117.7M | $117.7M | $0 | 3 | 100 |
| Apr 2013 | $98.2M | $98.2M | $0 | 3 | 26 |
| Feb 2013 | $98.2M | $98.2M | $0 | 3 | 26 |
| Feb 2012 | $92.6M | $92.6M | $0 | 1 | 26 |
| Jan 2011 | $72.2M | $72.2M | $0 | 5 | -- |
| Jan 2011 | $72.2M | $72.2M | $0 | 5 | -- |
| Jan 2010 | $72.2M | $72.2M | $0 | 5 | -- |
| Mar 2008 | $74.3M | $74.3M | $0 | 5 | -- |
| Mar 2007 | $64.2M | $64.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients100
DateSep 2014
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients100
DateMar 2014
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees3
Clients100
DateApr 2013
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees3
Clients26
DateFeb 2013
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees3
Clients26
DateFeb 2012
Total AUM$92.6M
Discretionary$92.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--