Overview
Assets Under Management: $533 million
Headquarters: JOHNSTON, IA
High-Net-Worth Clients: 6
Average Client Assets: $54 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.17
Average High-Net-Worth Client Assets: $54 million
Total Client Accounts: 1,431
Discretionary Accounts: 1,349
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 165164
Filing ID: 1998870
Last Filing Date: 2025-06-18 20:05:00
Website: https://ironhorsewm.com