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Stephen Joseph Stulb

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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
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Location

200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428

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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.

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Other Business ActivitiesSells Insurance

Stephen is the owner of Colony Lane Capital, LLC, and sells fixed insurance products, including life, health, fixed annuities, long-term care, and disability insurance. This activity takes minimal time.

Employment History
Current Registrations
Ironview Capital Management, LLC
August 2014 - Present · 11 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.