IRONVINE CAPITAL PARTNERS, LLC

9290 W. Dodge Rd; Ste 203
Omaha, Nebraska 68114
Tel: 402-916-1702

About IRONVINE CAPITAL PARTNERS, LLC

IRONVINE CAPITAL PARTNERS, LLC, formally registered with the SEC as IRONVINE CAPITAL PARTNERS, LLC. The firm was established in 01/23/2017. They have over 2 offices throughout the country.

IRONVINE CAPITAL PARTNERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $1,098,482,929 assets under management, offering retirement planning & investment advisory services to 516 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168892
SEC#	801-108956
Assets Managed by Firm	$1,098,482,929
No. of Clients	516
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	516	$1,098,482,929
Individuals (other than high net worth individuals)	63	$24,007,728
High net worth individuals	65	$190,278,079
Pension and profit sharing plans	25	$67,770,956
Charitable organizations	4	$416,459,031
Corporations or other businesses	11	$397,676,104

More Retirement Planning firms in Omaha, Nebraska:

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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