Ivy League Financial Advisors

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Ivy League Financial Advisors — overview

About

Ivy League Financial Advisors is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. Its services include asset management, asset allocation, financial planning, retirement planning, education planning, tax planning, insurance, cash flow management, wealth management, business planning, risk management, and estate planning. The wealth manager advises individuals, high-net-worth individuals, trusts, estates, charitable organizations, and corporations.

Ivy League Financial Advisors - known decision makers (3)

Position	Location	Asset Class
President and Founder	Rockville, US	GEN
Director of Operations	Rockville, US	GEN
Director of Marketing and Public Relations	Rockville, US	GEN

Showing 3 of 3 known decision makers Ivy League Financial Advisors

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo