Ironkoor Retirement, LLC
Firm details
- Headquarters
- West Chester, Ohio
- CRD number
- 327162
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.58%
- Individuals44.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ironkoor Retirement, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services tailored to individuals and small businesses. Its service menu also lists pension consulting and educational seminars/workshops. Compensation is by a percentage of assets under management and by fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
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 Funds82%
- Cash & Cash Equivalents18%
Contacts
2 of 2
Ryan Tishy
Financial AdvisorCRD 6703014
Scott Schwalich
CRD 7329766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, OH
Hamilton
Location
West Chester, OH
Headquartered in West Chester, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9624 Cincinnati Columbus Rd
- Time zone
- ET (UTC-5)
- Office locations
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