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Iron Financial LLC

Iron Financial LLC. CRD 106682

Iron Financial LLC logo

CRD: 106682

Iron Financial LLC

Northbrook, IL, 60062
8477153200
$489.2M Total AUM
$489.2M Disc. AUM
2.7% 3Y CAGR
10 Employees
246 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · TD Ameritrade · Vanguard
Clients
Retail and Institutional
Platforms
Crest peakEagle
Established Date
05-18-1994
Office Locations
2

Office Locations

630 Dundee Road Suite 200 Northbrook IL
-- Cresskill NJ

About Iron Financial LLC

IRON Financial is an independent multi-family office serving high-net-worth and multigenerational families, entrepreneurs, and business owners with wealth planning, tax and liquidity/exit strategy, and full investment management. The team runs core growth-and-income portfolios using individual securities and ETFs, and curates fee-efficient private market and other alternative investments with institutional-style due diligence. For advisor partners, IRON offers a technology-enabled platform plus in-house fixed income/equity research, trading, and quarterly net worth reporting.

Team overview

53 AVG AGE
$54.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
14.1 yrs AVG TENURE
10 Employees
9 Advisory Reps
4 RIA Reps
32yrs Firm Age

Insights

Full visibility includes strategy notes for ember frontier.
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Accredited Investors

Crest

Asset Classes

Optima Legacy Alpha glacier Timber Wave Oak unison

Client Personas

Optima eagle Pathway

Custodian

Meridian Eagle matrix

Investment Themes

Ridge Prime Quantum Catalyst pathway

Investment Vehicles

Ember radial Delta

Platform

Vertex pioneer

Services

Horizon Element insight Timber Signal Zenith wave Unison bridge Delta zenith Value Crest

Technology

Eagle Meridian insight

Owner & Executives

AARON BRUCE IZENSTARK

AARON BRUCE IZENSTARK

Advisor, Chief Investment Officer, President

CRD
#2441404
Ownership
Less than 5%
(410) 892-3091
pioneer.delta@elementcapital.com
in linkedin.com/in/prime-prime
H

HOWARD LEE NIXON

Advisor, Chief Executive Officer, Secretary

CRD
--
Ownership
Less than 5%
(461) 273-4969
alpha.pathway@legacycapital.com
in linkedin.com/in/quantum-atlas
H

Horizon timber

Atlas atlas

CRD
#88752
Ownership
33.6%
(834) 570-1027
unison.signal@capitalcapital.com
in linkedin.com/in/summit-harbor

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Contacts

R

RICHARD LOUIS LAKIN

Chief Executive Officer

CRD
#2337398
(448) 521-4417
vital.oak@peakcapital.com
in linkedin.com/in/pathway-fusion
Z

ZACHARY SIROTA

Senior Managing Director

CRD
#6078539
(353) 477-5998
vertex.atlas@peakcapital.com
in linkedin.com/in/eagle-atlas

Showing 2 of 5 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-07-2022
09-25-2023
07-11-2024
10-24-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $489,165,569 $753,722
Non-Discretionary $0 --
Total $489,165,569 $753,722

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Separately Managed Accounts

Total SMA Asset: $489,165,569

$489.2M Total SMA
Public Funds:
15.6%
U.S. Government/Agency:
11.9%
Equity - Exchange:
7.4%
Corporate - Investment Grade:
8.3%
Other:
9.3%
Private Funds:
12.5%
Cash:
18.7%
Municipal Bonds:
16.3%
Asset class Assets Assets %
Public Funds $178,527,803 15.6%
U.S. Government/Agency $136,184,670 11.9%
Equity - Exchange $84,686,265 7.4%
Corporate - Investment Grade $94,985,946 8.3%
Other $106,430,036 9.3%
Private Funds $143,051,124 12.5%
Cash $214,004,482 18.7%
Municipal Bonds $186,538,666 16.3%
Total $1,144,408,992 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CATALYST FOCUS ALPHA BEACON ZI2EN535Y MPX 3.12% $19,305,397
ELEMENT FOUNDATION TIMBER VECTOR CWJAEE481 NRW 3.68% $102,034,141
MOMENTUM BEACON EAGLE FUSION EWUQDVM4Z EWPD 1.67% $66,521,070
EMBER LEGACY LEGACY FOUNDATION GLACIER PJHCUB08Y FQINE 6.81% $90,726,082
LEGACY MERIDIAN TIMBER FOCUS INSIGHT KFDGKE9RD FRTF 3.38% $58,141,074
LEGACY HORIZON CREST OAK FOCUS MC2AGDB6O SRRUI 9.01% $47,727,853
OPTIMA FUSION SIGNAL ELEMENT FOUNDATION 26744RJM5 LPA 12.03% $77,327,658
UNISON UNISON PATHWAY VECTOR A9HBEAYMH BIWP 7.54% $85,671,133

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