Unclaimed Profile

Benjamin David Zack

IRONWOOD CAPITAL MANAGEMENT CORP·SAN FRANCISCO, California

Clean recordIRONWOOD CAPITAL MANAGEMENT CORP

ONE MARKET PLAZA, STEUART TOWER, SAN FRANCISCO, CA 94105CRD# 5771145Firm CRD# 109330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin David Zack · SAN FRANCISCO, CA

Registration

CRD #5771145 · IRONWOOD CAPITAL MANAGEMENT CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

IRONWOOD CAPITAL MANAGEMENT CORP

AUM

$6.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at IRONWOOD CAPITAL MANAGEMENT CORP →

Services

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5771145

Firm CRD# 109330

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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