Overview
Assets Under Management: $1.3 billion
Headquarters: ROCKY MOUNT, NC
High-Net-Worth Clients: 26
Average Client Assets: $47 million
Frequently Asked Questions
IRONSIDES ASSET ADVISORS, 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 #161683), IRONSIDES ASSET ADVISORS, LLC is subject to fiduciary duty under federal law.
IRONSIDES ASSET ADVISORS, LLC is headquartered in ROCKY MOUNT, NC.
IRONSIDES ASSET ADVISORS, LLC serves 26 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, IRONSIDES ASSET ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
IRONSIDES ASSET ADVISORS, LLC manages $1.3 billion in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, IRONSIDES ASSET ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.32
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 770
Discretionary Accounts: 206
Non-Discretionary Accounts: 564
Regulatory Filings
CRD Number: 161683
Last Filing Date: 2025-02-19 00:00:00
Website: https://ironsidesaa.com