IRON FINANCIAL LLC

630 Dundee Road
Suite 200
Northbrook, Illinois 60062
Tel: 847-715-3200

About IRON FINANCIAL LLC

IRON FINANCIAL LLC, formally registered with the SEC as IRON FINANCIAL LLC. The firm was established in 05/18/1994. They have over 1 offices throughout the country.

IRON FINANCIAL LLC is a Northbrook, Illinois based Financial Planning firm with nearly $421,111,841 assets under management, offering retirement planning & investment advisory services to 609 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106682
SEC#	801-46417
Assets Managed by Firm	$421,111,841
No. of Clients	609
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based
Other ($50 MINIMUM QUARTERLY FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	609	$421,111,841
Individuals (other than high net worth individuals)	148	$54,165,316
High net worth individuals	95	$337,318,425
Pension and profit sharing plans	1	$6,968,745
Corporations or other businesses	12	$22,659,355

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BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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