Cara Mendelson Lidgett

Ironview Capital Management, LLC

7 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate 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

Location

Colorado Springs, CO

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Cara coaches youth hockey. This activity is not investment-related.

Employment History

Current Registrations

Ironview Capital Management, LLC

March 2018 - Present · 7 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.