AI
AI

Aaron Bruce Izenstark

28 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
249 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$472.1M

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$200
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Location

630 Dundee Road, Suite 300, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Iron Financial LLC
October 1997 - Present · 28 yrs 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.