IRON ROAD

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NAPLES, Florida
CRD number
311552
Registered since
December 4, 2020

Firm profile

FINTRX

Overview

Iron Road is a limited liability company registered with the SEC in 2020 that operates primarily as a pooled-vehicle manager. Its disclosed business activities identify it as a CPO/CTA and as a sponsor, general partner, or managing member of pooled investment vehicles, which places emphasis on managing funds rather than providing traditional retail advisory services. The firm is classified as an unclassified adviser in the dataset, is not designated a capital allocator, and is not flagged as an active ESG investor or a multi-state adviser. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 9
  • WALTER CLARK

    Managing PrincipalCRD 2146034

  • THOMAS STUKES

    PrincipalCRD 2925743

  • JAMES ALLISON

    Managing MemberCRD 5553656

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
4850 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth