$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
18 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-03-2008
- Office Locations
- 1
Office Locations
-- Santa Barbara CA
About IVY Advisors, LLC
Ivy Advisors provides college, MBA, and graduate admissions consulting, guiding applicants from pre-application strategy through post-decision reflection. The firm uses a committee-based review to stress-test candidacy and set realistic expectations, and reports a 95% success rate for applicants targeting four or more schools over 17 years. Its work has been featured by Forbes, The Economist, ABC News, and Univision.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
Available
Owner & Executives
D
DORON LINZ
--
- CRD
- #1849991
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
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| Total | Available | Available |
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