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BR
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Benjamin Conrad Roberts
Ironview Capital Management, LLC
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Ironview Capital Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
413 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Regulatory
December 2013
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Ironview Capital Management, LLC
March 2011 - Present · 14 yrs 11 mos
State Registrations
3 states
FL
PA
TX
Advisor
Exams
No exam information available for this advisor.