Assets Under Management
$472.1M
Number of Clients
249
Number of Advisors
4
Average Client AUM
$1.9M
AUM per Advisor
$118.0M
Compensation
Fee-Only (AUM)
IRON Financial, LLC provides discretionary investment management in fixed income, equity, and alternative investments. They offer various strategies including Incertus, High-Quality Equity, Core Plus, and Equity Income portfolios. They also offer private funds through IRON Wealth Holdings and private investment advisory services. Financial planning services are also available on an ongoing basis.
630 Dundee Road, Suite 300, Northbrook, IL, 60062