Iron Forge Financial
RIAState Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$456K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334445
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Iron Forge Financial is an independent, individual-owned registered investment adviser operating as a limited liability company and serving primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients through a combination of AUM-based fees and fixed fees. Iron Forge does not present itself as a multi-state adviser, pension consultant, capital allocator, or ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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