James Charles Mendelson

Ironview Capital Management, LLC

20 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Ironview Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

413 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

Pittsburgh, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

James is a partner and passive investor in two private real estate funds through WWM Partners I, LP since 2007. He spends minimal time on this activity.

Employment History

Current Registrations

Ironview Capital Management, LLC

December 2016 - Present · 9 yrs 2 mos

Previous Registrations

Waldron Private Wealth

January 2006 - April 2018 · 12 yrs 3 mos

LPL Financial LLC

August 2005 - March 2013 · 7 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.