Best Investors Account Sign in
Inactive

Cara Mendelson Lidgett

Ironview Capital Management, LLC

Colorado Springs, CO

Conshohocken, PA

CRD 6928735

Claim This Profile
Employer firm

Ironview Capital Management, LLC CRD 150250

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CORPORATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Ironview Capital Management, Llc

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-09-13
  • CO RA
    APPROVED
    Since 2022-09-13

Branch Locations

Colorado Springs, CO • United States

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfp Study Pittsburgh PA 05/2016 01/2017
Ironview Capital Management Pittsburgh PA 01/2017 Present
Ironview Capital Management Llc Pittsburgh PA 03/2018 Present
  • 05/2016 → 01/2017
    Cfp Study
    Pittsburgh, PA
  • 01/2017 → Present
    Ironview Capital Management
    Pittsburgh, PA
  • 03/2018 → Present
    Ironview Capital Management Llc
    Pittsburgh, PA
Other Businesses

Coach youth hockey

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-14
  • S65 Uniform Investment Adviser Law Examination
    2017-12-14
Other Names
  • Cara Lynn Mendelson

View on SEC IAPD

More in Colorado Springs, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor