James Charles Mendelson
Investment adviser representative at Ironview Capital Management, LLC
21 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Ironview Capital Management, LLCNov 2016 to now
- Waldron Private WealthMay 2005 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ironview Capital Management, LLC
$1.4BAssets managed
445Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4974293
- Firm CRD
- 150250