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THE IVY LEAGUE ADVISORY GROUP, LLC
THE IVY LEAGUE ADVISORY GROUP, LLC is a state-registered investment adviser in SAN TAN VALLEY, AZ. It manages approximately $35 million in regulatory assets.
Overview
THE IVY LEAGUE ADVISORY GROUP, LLC is a state-registered investment adviser in SAN TAN VALLEY, AZ. It manages approximately $35 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who runs investment decisions at The Ivy League Advisory Group, LLC?
No named principals, CEO, or CIO are publicly identified for the firm. Its SEC registration does not list a specific individual as the primary investment decision-maker, and no public profiles or regulatory disclosures name a managing principal or advisory team.
Which sectors does The Ivy League Advisory Group, LLC explicitly avoid?
The firm does not publicly disclose any sector avoidance policies. Without a known investment strategy or portfolio disclosures, it is unclear whether the firm maintains any explicit exclusions or negative screens. Public records offer no guidance on sector preferences.
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