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Building 2IRONSIDES ASSET ADVISORS, LLC

Map pinROCKY MOUNT, NC
Phone252-443-7041
NotebookSEC #801-77838
Total AUM
$1.4B
Employees
3
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
511 TARRYTOWN CENTER
ROCKY MOUNT
NC 27804
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
252-443-7041

ReceiptFinancials

Total AUM
$1.4B
Accounts
872
Discretionary
$578.1M
Accounts
237
Non-Discretionary
$845.8M
Accounts
635

ContactClients

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Individual Clients
8
AUM
$1.6M
HNW Individual Clients
26
AUM
$1.4B
Charitable Organization Clients
5
AUM
$36.3M
Corporation or Business Clients
1
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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