Iron Horse Financial Services LLC

Overview

Iron Horse Financial Services LLC is an independent, owner-operated RIA structured as an LLC that focuses on individual and family clients. The firm acts as a capital allocator and delivers financial planning and portfolio management for individuals and small businesses. Its service mix also includes selecting outside advisers on behalf of clients and running educational seminars and workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; it lists an affiliation with accounting professionals in its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices