IRONVINE CAPITAL PARTNERS, LLC
Total AUM
$1.1B
Employees
5Clients
170Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9290 W. DODGE RD; STE 203
OMAHA
NE 68114
United States
OMAHA
NE 68114
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
402-916-1705
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
533Discretionary
$1.1B
Accounts
533Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
67AUM
$26M
HNW Individual Clients
61AUM
$205.6M
Pension/Profit Sharing Plan Clients
24AUM
$75.5M
Charitable Organization Clients
4AUM
$443.7M
Insurance Company Clients
1AUM
$2.5M
Corporation or Business Clients
13AUM
$390.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNETXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.