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Building 2IRONBRIDGE PRIVATE WEALTH, LLC

Map pinAUSTIN, TX
Phone512-327-8901
NotebookSEC #801-115022
Total AUM
$379.7M
Employees
6
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6420 BEE CAVES ROAD
SUITE 201
AUSTIN
TX 78746
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
512-327-8901
Other Offices
1

ReceiptFinancials

Total AUM
$379.7M
Accounts
506
Discretionary
$379.6M
Accounts
505
Non-Discretionary
$57.1K
Accounts
1

ContactClients

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Individual Clients
89
AUM
$27.6M
HNW Individual Clients
74
AUM
$349.7M
Corporation or Business Clients
3
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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