511 Tarrytown Center
Rocky Mount, North Carolina 27804
Tel: 252-443-7041
IRONSIDES ASSET ADVISORS, LLC, formally registered with the SEC as IRONSIDES ASSET ADVISORS, LLC. The firm was established in 04/09/2013. They have over 1 offices throughout the country.
IRONSIDES ASSET ADVISORS, LLC is a Rocky Mount, North Carolina based Financial Planning firm with nearly $1,255,894,049 assets under management, offering retirement planning & investment advisory services to 770 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 161683 |
SEC# | 801-77838 |
Assets Managed by Firm | $1,255,894,049 |
No. of Clients | 770 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 770 | $1,255,894,049 |
Individuals (other than high net worth individuals) | 8 | $1,319,115 |
High net worth individuals | 26 | $1,222,264,139 |
Charitable organizations | Fewer than 5 clients | $32,205,720 |
Corporations or other businesses | Fewer than 5 clients | $105,075 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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