Iron Financial Review


Trust Score 97%
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Last updated: June 26th, 2019. Data source: SEC filings.

Iron Financial, federally registered in 1994, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 5 advisors. Iron Financial manages $4.1 billion and provides investment advisory services for 2,996 clients (1:600 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $1,364,682
Hybrid Advisor No
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:600
Headquarters Northbrook, IL
SEC Filings Forms and Brochures    (CRD # 106682)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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