Overview
Assets Under Management: $106 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 35
Average Client Assets: $2.2 million
Frequently Asked Questions
IRONRIDGE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166855), IRONRIDGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
IRONRIDGE WEALTH MANAGEMENT, LLC is headquartered in ATLANTA, GA.
IRONRIDGE WEALTH MANAGEMENT, LLC serves 35 high-net-worth clients according to their SEC filing dated February 06, 2018. View client details ↓
According to their SEC Form ADV, IRONRIDGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
IRONRIDGE WEALTH MANAGEMENT, LLC manages $106 million in client assets according to their SEC filing dated February 06, 2018.
According to their SEC Form ADV, IRONRIDGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.38%
Average Client Assets: $2.2 million
Total Client Accounts: 388
Discretionary Accounts: 388
Regulatory Filings
CRD Number: 166855
Filing ID: 1173134
Last Filing Date: 2018-02-06 16:27:00