$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2015
- Office Locations
- 1
Office Locations
-- Blue Bell PA
About PW Capital Management, LLC
PW Capital Management, LLC is a boutique RIA in Blue Bell, PA serving retail clients including entrepreneurs. The firm focuses on portfolio construction with a fixed-income tilt, using ETFs and mutual funds alongside investment-grade corporate and U.S. government/agency bonds and meaningful cash allocations. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Summit timber
Custodian
Frontier wave Bridge Oak foundation Fusion
Investment Vehicles
Legacy vertex
Services
Vector harbor
Owner & Executives
S
STEVEN THOMAS IRONS
Owner, Partner
- CRD
- #1458369
- Ownership
- 75% or more
(859) 286-3667
optima.bridge@harborcapital.com
in linkedin.com/in/fusion-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,013,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,013,168 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,013,168
Corporate - Investment Grade:
17.3% Cash:
28.2% Equity - Exchange:
26.4% U.S. Government/Agency:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $560,176,396 | 17.3% |
| Cash | $913,119,906 | 28.2% |
| Equity - Exchange | $854,835,656 | 26.4% |
| U.S. Government/Agency | $909,881,892 | 28.1% |
| Total | $3,238,013,850 | 100.0% |