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Building 2IRONVINE CAPITAL PARTNERS, LLC

Map pinOMAHA, NE
Phone402-916-1705
NotebookSEC #801-108956
Total AUM
$1.1B
Employees
5
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9290 W. DODGE RD; STE 203
OMAHA
NE 68114
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
402-916-1705
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
533
Discretionary
$1.1B
Accounts
533
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$26M
HNW Individual Clients
61
AUM
$205.6M
Pension/Profit Sharing Plan Clients
24
AUM
$75.5M
Charitable Organization Clients
4
AUM
$443.7M
Insurance Company Clients
1
AUM
$2.5M
Corporation or Business Clients
13
AUM
$390.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNETXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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