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Building 2IRONCREST CAPITAL MANAGEMENT LLC

Map pinSANTA BARBARA, CA
Phone213-709-4729
NotebookSEC #801-119333
Total AUM
$20.1M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2420 CASTILLO STREET
SUITE 100
SANTA BARBARA
CA 93105
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
213-709-4729

ReceiptFinancials

Total AUM
$20.1M
Accounts
80
Discretionary
$20.1M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$7.5M
HNW Individual Clients
1
AUM
$12.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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