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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Crest peakEagle
- Established Date
- 05-18-1994
- Office Locations
- 2
Office Locations
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
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON BRUCE IZENSTARK
Advisor, Chief Investment Officer, President
- CRD
- #2441404
- Ownership
- Less than 5%
HOWARD LEE NIXON
Advisor, Chief Executive Officer, Secretary
- CRD
- --
- Ownership
- Less than 5%
Horizon timber
Atlas atlas
- CRD
- #88752
- Ownership
- 33.6%
Showing 2 of 3 owners & executives
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RICHARD LOUIS LAKIN
Chief Executive Officer
- CRD
- #2337398
ZACHARY SIROTA
Senior Managing Director
- CRD
- #6078539
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
| 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 |