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 SEC-registered RIA that has been operating since 1994 and positions itself as a capital allocator for both individual/family and institutional clients. The firm charges advisory fees as a percentage of assets under management and may collect performance-based fees on some strategies. Its advisory services include financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of other advisers. Iron Financial also acts as sponsor/GP/managing member for pooled investment vehicles, indicating an active role in structuring and operating private funds. 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
Howard Nixon
Co-FounderCRD 4369006
Richard Lakin
Managing DirectorCRD 2337398
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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