Iron Horse Asset Management LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Neenah, Wisconsin
CRD number
343529
Registered since
August 14, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Iron Horse Asset Management LLC is a limited liability company and an SEC-registered investment adviser (registered in 2026). The firm is individually owned and bills clients on a percentage-of-assets-under-management basis. Its stated advisory services include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Iron Horse identifies as a capital allocator and lists its industry affiliation as an “other investment adviser.” The firm does not describe itself as an active ESG investor and is not listed as a multistate adviser; it is also noted as a newly formed adviser.

Assets & Accounts

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Neenah, WI

Winnebago

Location

Neenah, WI

Headquartered in Neenah, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.

Metro area
Appleton-Oshkosh-Neenah, WI
Region
Midwest
County
Winnebago
Address
210 S Commercial St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth