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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2013
- Office Locations
- 2
Office Locations
About Iron OAK Capital Management
Iron Oak Capital Management (IOCM) provides personalized financial and investment planning and ongoing wealth management, including tax-smart portfolio design and active management using proprietary models. The firm helps clients navigate investments, taxes, retirement and estate planning, tailoring strategies to risk tolerance and long-term goals. Founder Sonny Gokhale, CFA, leads a value-based, contrarian approach and serves as President of CFA Society New Mexico.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SANDIP PRADIP GOKHALE
Chief Compliance Officer, Managing Member
- CRD
- #5139435
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOANN E TREVINO
--
- CRD
- #7476750
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,994,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,994,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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