IRL Financial, LLC

RIASEC Registered
Total AUM
$49.3M
Discretionary
$49.3M
100% of AUM
Avg account
$478K
Accounts
103
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
306575
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types
  • HNWI77.75%
  • Individuals13.19%
  • Charitable Organizations6.49%
  • Corporations / Businesses2.56%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IRL Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and functions as a capital allocator, directing client assets to third‑party managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. The firm uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees, commissions and other fee types — which suggests flexibility in structuring engagements for different client needs. IRL Financial does not identify as an active ESG investor and is not designated as a multi‑state adviser in the snapshot provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 42%, Public Funds/Mutual Funds 30%, Exchange Traded Equities 25%, Derivatives 2%, State & Local Bonds 1%42%
  • US Government Bonds42%
  • Public Funds/Mutual Funds30%
  • Exchange Traded Equities25%
  • Derivatives2%
  • State & Local Bonds1%

Contacts

1 of 1
  • Sarah Delaney

    Sarah Delaney

    Co-founder & Financial PlannerCRD 5868499

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth