Ironcrest Capital Management LLC
Ironcrest Capital Management LLC (CRD# 310022) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $37,196,088 in 165 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management37MILLION
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Total Number of Accounts165ACCOUNTS
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Average Account Value$225,431
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Ironcrest Capital Management LLC
1
Ray Dibartolomeo (CRD# 6541982) is an Investment Advisor Representative working at Ironcrest Capital Management LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.
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