CRD: 331090
Wrought Iron Financial LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2024
- Office Locations
- 1
Office Locations
About Wrought Iron Financial LLC
Wrought Iron Financial LLC is an independent, fee-only fiduciary RIA in Canal Fulton, OH serving individuals and families nationwide via virtual meetings. Led by CFP professional Daniel M. Amiot II, the firm provides comprehensive financial planning (cash flow, insurance, retirement, tax, estate) plus investment management focused on portfolio construction and risk management. Also advises employers on 401(k) plans.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL MARK AMIOT II
Chief Compliance Officer, Owner
- CRD
- #5421357
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,028,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,028,726 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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