Bradley Rosen
Ironview Capital Management · Conshohocken, Pennsylvania
Bradley Rosen 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 GA, PA · CRD 3185727 |
| Exams passed | Series 65 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.ironview.com |
How Bradley'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 Bradley
Is Bradley Rosen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley 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 Bradley charge for financial advice?
Bradley's firm, Ironview Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Rosen based?
Bradley Rosen is based in Conshohocken, Pennsylvania.
Is Bradley Rosen registered with the SEC?
Yes. Bradley Rosen is registered as an investment adviser representative in GA and PA (CRD 3185727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironview Capital Management manage?
Ironview Capital Management reports $1.39B across 445 accounts in assets under management.
How do I contact Bradley Rosen?
Through Bradley'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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