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Building 2IRONOAK WEALTH

Map pinCEDAR PARK, TX
Phone737-271-9421
NotebookSEC #801-132175
Total AUM
$162M
Employees
7
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1405 ARROW POINT DRIVE
SUITE 1004
CEDAR PARK
TX 78613
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
737-271-9421
Other Offices
1

ReceiptFinancials

Total AUM
$162M
Accounts
695
Discretionary
$162M
Accounts
695
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$72M
HNW Individual Clients
290
AUM
$90M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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