IRON FINANCIAL LLC
Firm details
- Headquarters
- NORTHBROOK, Illinois
- CRD number
- 106682
- Registered since
- May 18, 1994
- Website
- ironfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI86.02%
- Individuals8.37%
- Corporations / Businesses3.87%
- Pension & Profit Sharing Plans1.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Iron Financial LLC is an independent registered investment adviser operating as an LLC and first registered with the SEC in 1994. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering fiduciary portfolio management alongside financial planning. Its advisory activities span direct portfolio management for individuals, small businesses and pooled investment vehicles, manager selection and sponsorship/GP roles for private funds. Compensation is primarily a percentage-of-AUM model with the option for performance-based fees. Iron Financial does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds32%
- US Government Bonds31%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds9%
- Other7%
Owners & executives
1 of 1AARON IZENSTARK
Co-Founder and CIOCRD 2441404
Contacts
3 of 4TIMOTHY ZIEMBA
Director of OperationsCRD 6387150
HOWARD NIXON
Co-FounderCRD 4369006
RICHARD LAKIN
Managing DirectorCRD 2337398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$173M in ETFs
74%
$128M
21%
$44.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) | BlackRock | Passive | Short Term Bond | $16M | 330,572 | 9.27% |
Location
NORTHBROOK, IL
COOK
Location
NORTHBROOK, IL
Headquartered in NORTHBROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 630 Dundee Rd
- Time zone
- CT (UTC-6)
- Office locations
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