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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Crest unisonHarbor +more
- Established Date
- 01-07-2003
- Office Locations
- 1
Office Locations
About IVY League Financial Advisors LLC
Ivy League Financial Advisors is an independent, fee-only fiduciary RIA serving the Washington, DC/MD/VA region. Founded in 1999 by Christopher N. Brown (MBA, CFP, AIF), the firm provides comprehensive financial planning and discretionary investment management, including retirement, estate and business planning, plus financial education. Client-paid only (no commissions or referral fees); NAPFA member and Washingtonian “People You Can Trust with Your Money” honoree.
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Owner & Executives
CHRISTOPHER NEAL BROWN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2788527
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Lisa Anne Crivella
Financial Advisor, General Partner
- CRD
- #7833345
MATTHEW SANCHEZ
Private Wealth Advisor
- CRD
- #6082699
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,667,656 | $546,863 |
| Non-Discretionary | $0 | -- |
| Total | $188,667,656 | $546,863 |
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Separately Managed Accounts
Total SMA Asset: $188,667,656
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $298,258,245 | 6.8% |
| Corporate - Investment Grade | $1,052,676,158 | 24.0% |
| Cash | $1,320,231,348 | 30.1% |
| Equity - Exchange | $1,324,617,499 | 30.2% |
| U.S. Government/Agency | $390,367,408 | 8.9% |
| Total | $4,386,150,658 | 100.0% |