THE IVY LEAGUE ADVISORY GROUP, LLC

THE IVY LEAGUE ADVISORY GROUP, LLC of SAN TAN VALLEY, AZ is an SEC-registered investment adviser (CRD 172730). Regulatory assets under management: $35.1M.

Registration

• CRD: 172730
• Type: Registered investment adviser
• Location: 530 E HUNT WAY, SAN TAN VALLEY, AZ, 85142
• Phone: 603-899-7572
• Latest filing: 2026-07-29
• Regulatory AUM: $35.1M
• Non-discretionary AUM: $35.1M
• Clients: 2
• Accounts: 318

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search