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Building 2IRON FINANCIAL LLC

Map pinNORTHBROOK, IL
Phone847-715-3200
NotebookSEC #801-46417
Total AUM
$489.2M
Employees
10
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 DUNDEE ROAD
SUITE 300
NORTHBROOK
IL 60062
United States
Operating Hours
8:30-5:00 CST
Monday - Friday
Phone
847-715-3200

ReceiptFinancials

Total AUM
$489.2M
Accounts
649
Discretionary
$489.2M
Accounts
649
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$40.9M
HNW Individual Clients
108
AUM
$420.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Corporation or Business Clients
13
AUM
$18.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILINLANCNHNJTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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