IRON FINANCIAL LLC

CRD 106682 · SEC 801-46417

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630 DUNDEE ROAD, SUITE 300, NORTHBROOK, IL, 60062, United States

Phone

847-715-3200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$489.2M

Discretionary AUM

$489.2M

Team

10 total employees; 9 advisory reps

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	124	$40.9M
High net worth individuals	108	$420.8M
Pension/profit sharing plans	1	$8.5M
Corporations/business entities	13	$18.9M

States served

AZ, CA, IL, IN, IA, LA, NJ, NC, TX, NH, FL

All web addresses on file

https://ironfinancial.com/
https://www.linkedin.com/company/iron-financial-llc/
https://x.com/GoIRONFinancial

Official SEC filing: View on IAPD