I
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-21-2023
- Office Locations
- 1
Office Locations
9624 Cincinnati Columbus Rd. Suite 212 West Chester OH
About Ironkoor Retirement, LLC
Ironkoor Retirement, LLC is a West Chester-based RIA. The firm has been operating for 3 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
36 AVG AGE
$14.6M AVG AUM / ADVISOR
$239.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Ryan Michael Tishy
Chief Compliance Officer, Owner
- CRD
- #6703014
- Ownership
- 75% or more
Available
Available
Available
Scott David Schwalich
Owner
- CRD
- #7329766
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,604,175 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,604,175 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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