Iron Horse Asset Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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