IRONVIEW CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.4B

Discretionary

$1.4B

98% of AUM

Avg account

$3.1M

Accounts

445

Employees

Advisory reps

Firm details

Headquarters: CONSHOHOCKEN, Pennsylvania
CRD number: 150250
Registered since: January 2, 2014
Website: www.ironview.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.31%
Pension & Profit Sharing Plans18.43%
Individuals1.27%
Pooled Investment Vehicles0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ironview Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves both individual/family clients and institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. Ironview reports being an active ESG investor and was listed among the Financial Times’ Top 300 RIA Firms in 2020. The firm is not structured as a capital allocator; instead it appears to manage client portfolios directly while making select allocations to external managers and private funds. Ownership is described as a domestic entity with individual ownership.