Iron Financial LLC
Firm details
- Headquarters
- Northbrook, Illinois
- CRD number
- 106682
- Registered since
- May 18, 1994
- Website
- ironfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI86.02%
- Individuals8.37%
- Corporations / Businesses3.87%
- Pension & Profit Sharing Plans1.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Iron Financial LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 1994. The firm positions itself as a capital allocator serving both high-net-worth individuals/families and institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, and selection of other advisers. Iron Financial also serves as a sponsor/GP/managing member of pooled investment vehicles. Compensation is a combination of percentage-of-AUM fees and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- US Government Bonds26%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds10%
- Private Funds2%
Owners & executives
1 of 1
Aaron Izenstark
Co-Founder and CIOCRD 2441404
Contacts
3 of 4
Timothy Ziemba
Director of OperationsCRD 6387150
Richard Lakin
Managing DirectorCRD 2337398
Howard Nixon
Co-FounderCRD 4369006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$181M in ETFs
74%
$134M
20%
$46.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) | BlackRock | Passive | Short Term Bond | $15.9M | 329,734 | 8.79% |
Location
Northbrook, IL
Cook
Location
Northbrook, IL
Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 630 Dundee Rd
- Time zone
- CT (UTC-6)
- Office locations
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