Steven T. Irons

PW CAPITAL MANAGEMENT

BLUE BELL, PA

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CRD#: 1458369

Professional summary

Steven Thomas Irons, who also goes by Ben Irons, Steven Irons, is a registered financial advisor currently at PW CAPITAL MANAGEMENT, LLC located in Blue Bell, Pennsylvania.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Steven has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Irons | Steven Irons

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Thomas Irons's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2015 - Present

PW CAPITAL MANAGEMENT, LLC

RIA

CRD#: 281492

BLUE BELL, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/8/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PW CAPITAL MANAGEMENT, LLC

CRD#: 281492 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (10/7/2015 Approved)

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Contact information

Main Address

Blue Bell, PA

Mailing Address

Phone number

(267) 460-3515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 5,013,168

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven T. Irons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Thomas Irons's CRS (Customer Relationship Summary).

Certified licenses

Experience

PW CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

PW CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PW CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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