Iron Horse Asset Management LLC
Firm details
- Headquarters
- Neenah, Wisconsin
- CRD number
- 343529
- Registered since
- August 14, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Iron Horse Asset Management LLC is a newly formed SEC-registered investment adviser organized as an LLC. The firm describes itself as a capital allocator and offers portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its stated fee model is a percentage of assets under management. The profile indicates the adviser is not an active ESG investor and is not registered as a multi-state adviser; its classification is listed as unclassified. The firm also identifies an industry affiliation as an "Other Investment Adviser." Beyond those items, public detail on ownership, client segments, or a stated investment philosophy is not provided.
Assets & Accounts
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
Owners & executives
1 of 1
Terrence Jack
Chief Investment OfficerCRD 2542035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Neenah, WI
Winnebago
Location
Neenah, WI
Headquartered in Neenah, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Winnebago
- Address
- 210 S Commercial St
- Time zone
- CT (UTC-6)
- Office locations
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