Unclaimed Profile

Lee Harper Davis

IRONVIEW CAPITAL MANAGEMENT, LLC·KING OF PRUSSIA, Pennsylvania

IRONVIEW CAPITAL MANAGEMENT, LLC

660 AMERICAN AVE, KING OF PRUSSIA, PA 19406CRD# 1715866Firm CRD# 150250

Profile Verification

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

Identity

Lee Harper Davis · KING OF PRUSSIA, PA

Registration

CRD #1715866 · IRONVIEW CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

IRONVIEW CAPITAL MANAGEMENT, LLC

AUM

$851M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1715866

Firm CRD# 150250

View on FINRA BrokerCheck →

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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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