Iron Link Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 320936
- Website
- ironlinkcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.71%
- HNWI47.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Iron Link Capital LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator, selecting third‑party managers in addition to managing client portfolios directly. Its services combine financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm also operates an insurance brokerage business and charges fees based on a percentage of assets under management. Public filings do not list an SEC registration year, and the adviser does not present itself as an active ESG 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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities27%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Nathan Hopkins
Investment Advisor RepresentativeCRD 5424035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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