Overview
Assets Under Management: $851 million
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 303
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 303
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 355
Discretionary Accounts: 345
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 150250
Last Filing Date: 2024-11-12 00:00:00
Website: https://ironview.com