James
Mendelson

Ironview Capital Management, LLC

CRD#4974293
Investment Advisor
in Pittsburgh, PA

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About this Advisor

James Mendelson is a financial advisor who works in Pittsburgh, Pennsylvania with 7 years of relevant experience. Mendelson currently works for Ironview Capital Management, LLC. Their career trajectory has included roles at Waldron Private Wealth, Pursh Kaplan Sterling Investments, Ironview Capital Management and Ironview Capital Management LLC. Mendelson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Ironview Capital Management, LLC is a company headquartered in Conshohocken, PA. It has offices in three locations and a total of 11 employees. It administers $724 million in assets among its 337 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 337 customer accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Ironview Capital Management, LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules usually depend on which services are provided. Fee types billed by Ironview Capital Management, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Pittsburgh, PA

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Ironview Capital Management, LLC Brokerage Details

Total Assets Under Management

$723,753,182

PA Average: $15,833,994,310
Total Number of Employees

11

PA Average: 41
Total Number of Accounts

337

PA Average: 3,342
Average Account Size

$2,147,636

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

James Mendelson Work History

James has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Ironview Capital Management

2016 - Present (8 years)

Ironview Capital Management LLC

2013 - 2014 (1 year)

Pursh Kaplan Sterling Investments

2005 - 2016 (11 years)

Waldron Private Wealth

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Mendelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ironview Capital Management, LLC

Bryan Rementer
Conshohocken, PA
Rahul Kothari
Conshohocken, PA
Matthew Mendelson
Conshohocken, PA
Benjamin Roberts
Conshohocken, PA
Stephen Stulb
Conshohocken, PA
Cara Lidgett
Colorado Springs, CO
Bradley Rosen
Conshohocken, PA
James Mendelson
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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