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Lee Harper Davis

IRONVIEW CAPITAL MANAGEMENT, LLC·KING OF PRUSSIA, Pennsylvania
Unclaimed Profile
660 AMERICAN AVE, KING OF PRUSSIA, PA 19406CRD# 1715866Firm CRD# 150250
01

About

Lee Harper Davis is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with IRONVIEW CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IRONVIEW CAPITAL MANAGEMENT, LLC
IRONVIEW CAPITAL MANAGEMENT, LLC
AUM
$851M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at IRONVIEW CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1715866
Firm CRD# 150250
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Harper Davis offer?
Lee Harper Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Lee Harper Davis's credentials?
Lee Harper Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Harper Davis located?
Lee Harper Davis is based in KING OF PRUSSIA, Pennsylvania, working with IRONVIEW CAPITAL MANAGEMENT, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does Lee Harper Davis charge for services?
Lee Harper Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRONVIEW CAPITAL MANAGEMENT, LLC?
IRONVIEW CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $851M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IRONVIEW CAPITAL MANAGEMENT, LLC

Rahul Kothari
CONSHOHOCKEN, PA
Benjamin Conrad Roberts
CONSHOHOCKEN, PA
Justin Vincent Delisi
KING OF PRUSSIA, PA
Kevin P. Mullen
KING OF PRUSSIA, PA
Sean Aloysius Bergin
KING OF PRUSSIA, PA
Todd Michael Brady
BLUE BELL, PA

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Research
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