Iron Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 20, 2026, reports $489M in regulatory assets under management, 10 employees, and 649 accounts.
Assets Under Management
$489M
Employees
10
Offices
--
Total Clients
246
Primary office
NORTHBROOK, IL
630 DUNDEE ROAD, SUITE 300, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
124
2
HNWI
43.9%
108
3
Corporations
5.3%
13
4
Pension Plans
0.4%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$489Mas of March 20, 2026
Discretionary100.0%
$489M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$489M
Total Accounts649
10Y AUM Change$-2.3B (-82.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change-23 (-69.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.