Overview
Assets Under Management: $5.2 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 41
Average Client Assets: $1.3 million
Frequently Asked Questions
IRON CAPITAL ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127773), IRON CAPITAL ADVISORS INC. is subject to fiduciary duty under federal law.
IRON CAPITAL ADVISORS INC. is headquartered in ATLANTA, GA.
IRON CAPITAL ADVISORS INC. serves 41 high-net-worth clients according to their SEC filing dated February 15, 2024. View client details ↓
According to their SEC Form ADV, IRON CAPITAL ADVISORS INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
IRON CAPITAL ADVISORS INC. manages $5.2 billion in client assets according to their SEC filing dated February 15, 2024.
According to their SEC Form ADV, IRON CAPITAL ADVISORS INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.01%
Average Client Assets: $1.3 million
Total Client Accounts: 172
Discretionary Accounts: 167
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 127773
Filing ID: 1825211
Last Filing Date: 2024-02-15 16:02:00