Iron Horse Asset Management LLC

RIASEC RegisteredEst. 2026
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 newly formed SEC-registered investment adviser organized as an LLC. The firm describes itself as a capital allocator and offers portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its stated fee model is a percentage of assets under management. The profile indicates the adviser is not an active ESG investor and is not registered as a multi-state adviser; its classification is listed as unclassified. The firm also identifies an industry affiliation as an "Other Investment Adviser." Beyond those items, public detail on ownership, client segments, or a stated investment philosophy is not provided.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Terrence Jack

    Terrence Jack

    Chief Investment OfficerCRD 2542035

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth