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IRONVIEW CAPITAL MANAGEMENT, LLC

200 Barr Harbor Drive, Suite 400
Conshohocken, Pennsylvania 19428
Tel: 215-793-0111

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About IRONVIEW CAPITAL MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#150250
SEC#801-78950
Assets Managed by Firm$850,983,461
No. of Clients355
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (CORPORATE CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total355$850,983,461
Individuals (other than high net worth individuals)83$21,564,674
High net worth individuals206$638,178,173
Pension and profit sharing plans65$181,628,463

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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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