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Building 2IRON HORSE WEALTH MANAGEMENT, LLC

Map pinJOHNSTON, IA
Phone515-779-6250
NotebookSEC #801-108682
Total AUM
$532.8M
Employees
7
Clients
1,424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8711 WINDSOR PARKWAY
SUITE 4
JOHNSTON
IA 50131
United States
Operating Hours
5-Aug
Monday - Friday
Phone
515-779-6250

ReceiptFinancials

Total AUM
$532.8M
Accounts
1,431
Discretionary
$357.6M
Accounts
1,349
Non-Discretionary
$175.2M
Accounts
82

ContactClients

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Individual Clients
1,324
AUM
$325.9M
Pension/Profit Sharing Plan Clients
82
AUM
$175.2M
Charitable Organization Clients
17
AUM
$25.3M
Insurance Company Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILKSMIMNMONCNETXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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