Ironclad Investments LLC

RIASEC RegisteredEst. 2010
Total AUM
$218M
Discretionary
$218M
100% of AUM
Avg account
$218M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
Maitland, Florida
CRD number
154872
Registered since
August 31, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Ironclad Investments LLC is an SEC‑registered institutional registered investment adviser formed as a limited liability company in 2010. The firm serves institutional clients and charges fees as a percentage of assets under management. Its documented advisory activity is portfolio management for investment companies, which suggests management of pooled vehicles or fund mandates rather than a traditional retail wealth‑management practice. The firm is not positioned as a capital allocator, does not report active ESG investing, and is not flagged as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Rodolfo Aguilera

    Lead Portfolio ManagerCRD 5317561

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$233M in ETFs

Passive

100%

$233M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$115M153,63949.39%

Location

Primary office

Maitland, FL

Orange

Location

Maitland, FL

Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
190 Independence Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth