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IRONBRIDGE PRIVATE WEALTH, LLC
6420 Bee Caves Road
Suite 201
Austin, Texas 78746
Tel: 512-327-8901
About IRONBRIDGE PRIVATE WEALTH, LLC
IRONBRIDGE PRIVATE WEALTH, LLC, formally registered with the SEC as IRONBRIDGE PRIVATE WEALTH, LLC. The firm was established in 04/18/2019. They have over 2 offices throughout the country.
IRONBRIDGE PRIVATE WEALTH, LLC is a Austin, Texas based Financial Planning firm with nearly $314,790,965 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287714 |
| SEC# | 801-115022 |
| Assets Managed by Firm | $314,790,965 |
| No. of Clients | 476 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 476 | $314,790,965 |
| Individuals (other than high net worth individuals) | 74 | $20,561,483 |
| High net worth individuals | 80 | $292,600,417 |
| Corporations or other businesses | 3 | $1,629,065 |
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