CRD: 310022
Ironcrest Capital Management LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2020
- Office Locations
- 1
Office Locations
About Ironcrest Capital Management LLC
Ironcrest Capital Management is a Southern California wealth manager advising a select group of families, corporate executives, and businesses. The team delivers personalized financial and investment planning spanning retirement income, tax-minimization, estate/trust planning, company retirement plans, and fixed income portfolio management, informed by fundamental and technical analysis. Offers personal and business banking through a Schwab collaboration and coordinates closely with clients’ tax advisors and attorneys.
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Investment Themes
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Owner & Executives
RAY OWEN DIBARTOLOMEO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6541982
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,571,409 | $251,859 |
| Non-Discretionary | $0 | -- |
| Total | $32,571,409 | $251,859 |
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Separately Managed Accounts
Total SMA Asset: $32,571,409
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $858,591,074 | 41.2% |
| Cash | $1,225,367,844 | 58.8% |
| Total | $2,083,958,918 | 100.0% |