200 Barr Harbor Drive, Suite 400
Conshohocken, Pennsylvania 19428
Tel: 215-793-0111
IRONVIEW CAPITAL MANAGEMENT, LLC, formally registered with the SEC as IRONVIEW CAPITAL MANAGEMENT, LLC. The firm was established in 01/02/2014. They have over 6 offices throughout the country.
IRONVIEW CAPITAL MANAGEMENT, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $850,983,461 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150250 |
SEC# | 801-78950 |
Assets Managed by Firm | $850,983,461 |
No. of Clients | 355 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 355 | $850,983,461 |
Individuals (other than high net worth individuals) | 83 | $21,564,674 |
High net worth individuals | 206 | $638,178,173 |
Pension and profit sharing plans | 65 | $181,628,463 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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