Daniel Patrick Callahan
Investment adviser representative at Ironview Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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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
10 years in the industry.
- Ironview Capital Management, LLCDec 2025 to now
- Summit Financial, LLCJul 2024 to now
- Capasso Planning Partners LLCFeb 2019 to now
- Jbj InvestJan 2016 to Feb 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6111894
- Firm CRD
- 150250