CRD: 172730
THE IVY League Advisory Group, LLC
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2014
- Office Locations
- 1
Office Locations
About THE IVY League Advisory Group, LLC
The Ivy League Advisory Group is a boutique, retirement-focused advisory firm providing guided financial planning for individuals and families. It designs tailored income and investment strategies with proactive tax planning, Social Security optimization, and enhanced legacy planning, including insurance decisions and downside protection. Custody is available through platforms such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRANDON ARCHIBALD
Advisor, Chief Compliance Officer
- CRD
- #5831079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Peter Andrew Laufenberg
Investment Advisor Representative
- CRD
- #6719775
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,116,035 | -- |
| Total | $35,116,035 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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