Benjamin Roberts
Ironview Capital Management · Conshohocken, Pennsylvania
Benjamin Roberts is a fee-only financial advisor at Ironview Capital Management in Conshohocken, Pennsylvania. Ironview Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ironview Capital Management |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.39B across 445 accounts |
| SEC registration | Investment adviser representative in FL, PA, TX · CRD 3252010 |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ironview.com |
How Benjamin's firm compares
- Ironview Capital Management's average account is about $3.1 million, from its Form ADV (assets managed divided by 445 accounts).
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Questions about Benjamin
Is Benjamin Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Ironview Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Ironview Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Roberts based?
Benjamin Roberts is based in Conshohocken, Pennsylvania.
Is Benjamin Roberts registered with the SEC?
Yes. Benjamin Roberts is registered as an investment adviser representative in FL, PA and TX (CRD 3252010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ironview Capital Management manage?
Ironview Capital Management reports $1.39B across 445 accounts in assets under management.
How do I contact Benjamin Roberts?
Through Benjamin's website, www.ironview.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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