$49.3M Total AUM
$49.3M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightPathway insight
- Established Date
- 01-30-2020
- Office Locations
- 1
Office Locations
-- Casselberry FL
About IRL Financial, LLC
IRL Financial is an independent planning and investment advisory firm offering concierge-style guidance across budgeting, investment/401(k) allocations, tax strategies, and estate-planning document support. The team pairs portfolio analytics and planning software with a virtual-first client experience (secure onboarding, online meetings, payments). Investment implementation spans public funds/ETFs and fixed income, with custody through Charles Schwab.
Team overview
37 AVG AGE
$49.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Glacier legacy Optima vital Pioneer summit Matrix eagle
Custodian
North
Investment Themes
Delta Glacier atlas Unison
Investment Vehicles
North delta
Services
Delta wave Pathway Bridge glacier Vital north Matrix Eagle Bridge Zenith
Technology
Harbor peak Meridian alpha
Owner & Executives
Sarah E Delaney
Financial Planner
- CRD
- #5868499
- Ownership
- 75% or more
(773) 204-9203
ember.ember@vertexcapital.com
in linkedin.com/in/eagle-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,268,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,268,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,268,340
U.S. Government/Agency:
32.7% Public Funds:
24.8% Equity - Exchange:
7.5% Derivatives:
22.9% Municipal Bonds:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $2,798,065,469 | 32.7% |
| Public Funds | $2,122,080,234 | 24.8% |
| Equity - Exchange | $641,758,135 | 7.5% |
| Derivatives | $1,959,501,506 | 22.9% |
| Municipal Bonds | $1,035,369,792 | 12.1% |
| Total | $8,556,775,136 | 100.0% |