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 $723,753,182 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 150250 |
SEC# | 801-78950 |
Assets Managed by Firm | $723,753,182 |
No. of Clients | 337 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 337 | $723,753,182 |
Individuals (other than high net worth individuals) | 81 | $16,635,171 |
High net worth individuals | 187 | $515,801,993 |
Pension and profit sharing plans | 69 | $191,316,018 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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