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Benjamin David Zack

IRONWOOD CAPITAL MANAGEMENT CORP·SAN FRANCISCO, California
Unclaimed Profile
ONE MARKET PLAZA, STEUART TOWER, SAN FRANCISCO, CA 94105CRD# 5771145Firm CRD# 109330
01

About

Benjamin David Zack is a registered financial advisor based in SAN FRANCISCO, California, affiliated with IRONWOOD CAPITAL MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
IRONWOOD CAPITAL MANAGEMENT CORP
IRONWOOD CAPITAL MANAGEMENT CORP
AUM
$6.7B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at IRONWOOD CAPITAL MANAGEMENT CORP →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5771145
Firm CRD# 109330
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin David Zack offer?
Benjamin David Zack specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Benjamin David Zack's credentials?
Benjamin David Zack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin David Zack located?
Benjamin David Zack is based in SAN FRANCISCO, California, working with IRONWOOD CAPITAL MANAGEMENT CORP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Benjamin David Zack charge for services?
Benjamin David Zack's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRONWOOD CAPITAL MANAGEMENT CORP?
IRONWOOD CAPITAL MANAGEMENT CORP has approximately 37 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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