Iron Financial LLC

RIASEC Registered

Total AUM

$489M

Discretionary

$489M

100% of AUM

Avg account

$754K

Accounts

649

Employees

Advisory reps

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

FINTRX

Overview

Iron Financial LLC is an independent registered investment adviser that has been SEC-registered since 1994. The firm operates as a limited liability company with ownership described as a combination of a domestic entity and an individual. It serves both individual/family and institutional clients and describes itself as a capital allocator that charges a mix of asset-based fees and performance-linked fees. Advisory services emphasize financial planning and discretionary portfolio management across individuals, small businesses, pooled vehicles and institutions, and the firm also performs manager selection for third-party advisers. Iron Financial acts as sponsor, general partner and managing member for pooled investment vehicles it operates. The firm does not identify as an active ESG investor.