I
CRD: 309467
Ironbound Advisory LLC
Newark, NJ
9732162333
$13.5M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2020
- Office Locations
- 1
Office Locations
61 NEW Jersey RR Ave. #15 Newark NJ
About Ironbound Advisory LLC
Ironbound Advisory LLC is a Newark-based RIA. The firm has been operating for 6 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and UBS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
65 AVG AGE
$13.5M AVG AUM / ADVISOR
$409.1K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Frontier eagle
Investment Themes
Pioneer Eagle pioneer
Investment Vehicles
Summit momentum Pioneer
Services
Legacy radial Vector frontier Fusion Zenith radial Signal Vital crest Bridge
Owner & Executives
MATTHEW CHRISTY SOLA
Chief Compliance Officer, Founder, Managing Member, Principal
- CRD
- #3048102
- Ownership
- 75% or more
(347) 419-6764
element.capital@harborcapital.com
in linkedin.com/in/insight-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,750,000 | -- |
| Non-Discretionary | $3,750,000 | -- |
| Total | $13,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,500,000
Equity - Exchange:
20.5% Corporate - Investment Grade:
20.7% Municipal Bonds:
21.9% Cash:
14.2% Corporate - Non-Investment Grade:
6.2% Public Funds:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,486,614,885 | 20.5% |
| Corporate - Investment Grade | $1,501,118,445 | 20.7% |
| Municipal Bonds | $1,588,139,804 | 21.9% |
| Cash | $1,029,752,750 | 14.2% |
| Corporate - Non-Investment Grade | $449,610,356 | 6.2% |
| Public Funds | $1,196,543,689 | 16.5% |
| Total | $7,251,779,929 | 100.0% |