Iron Horse Capital, Inc.
RIAState Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$671K
Accounts
153
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 319015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Iron Horse Capital, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families through financial planning and portfolio management for individual and small-business clients. Its fee schedule includes asset-based fees, hourly charges and fixed-fee engagements. The firm does not describe itself as an active ESG investor, and it is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities71%
- US Government Bonds19%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Clearview Financial
RIARichmond, VA
AUM $103MTEAM 2REPS 2
Lucent Wealth Planning, LLC
RIASanta Barbara, CA
AUM $103MTEAM 2REPS 1
Dorian Investment Advisory LLC
RIAMemphis, TN
AUM $103MTEAM 1REPS 2
Peak Investment Advisors, Inc.
RIAGermantown, MD
AUM $103MTEAM 2REPS 1
Comprehensive Financial Planning Inc
RIAAUM $103MTEAM 1REPS 1
UHY Wealth Management Ria LLC
RIAFarmington Hills, MI
AUM $103MTEAM 6REPS 14