James Mendelson
Ironview Capital Management · Pittsburgh, Pennsylvania
James Mendelson is a fee-only financial advisor at Ironview Capital Management in Pittsburgh, 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 | Pittsburgh, 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 PA · CRD 4974293 |
| Exams passed | Series 63 (2005) · Series 65 (2004) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.ironview.com |
How James'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 James
Is James Mendelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Ironview Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Mendelson based?
James Mendelson is based in Pittsburgh, Pennsylvania.
Is James Mendelson registered with the SEC?
Yes. James Mendelson is registered as an investment adviser representative in PA (CRD 4974293), 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 James Mendelson?
Through James'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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