Iron Mountain Financial Planning
Firm details
- Headquarters
- Rapid City, South Dakota
- CRD number
- 290743
- Website
- imfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.32%
- Individuals40.68%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Iron Mountain Financial Planning is an independent, single-owner registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges a mix of asset-based fees and flat fees and delivers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. It does not identify as an active ESG investor, does not operate as a capital allocator, and does not report multi-state adviser status.
Assets & Accounts
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
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents10%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Brian Bickett
Financial PlannerCRD 6237339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rapid City, SD
Pennington
Location
Rapid City, SD
Headquartered in Rapid City, SD, anchoring the Rapid City-Spearfish, SD metro in the Midwest.
- Metro area
- Rapid City-Spearfish, SD
- Region
- Midwest
- County
- Pennington
- Address
- 600 Kansas City St
- Time zone
- CT (UTC-6)
- Office locations
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