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, state-registered investment adviser organized as a limited liability company and based in Pennsylvania. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Iron Link also operates as an insurance broker and identifies itself as a capital allocator that engages third-party managers for certain alternative strategies. The firm does not position itself as an ESG investor and is not registered to operate across multiple states.
Assets & Accounts
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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