Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > iowa > johnston > IRON HORSE WEALTH MANAGEMENT, LLC
IRON HORSE WEALTH MANAGEMENT, LLC
8711 Windsor Parkway
Suite 4
Johnston, Iowa 50131
Tel: 515-779-6250
About IRON HORSE WEALTH MANAGEMENT, LLC
IRON HORSE WEALTH MANAGEMENT, LLC, formally registered with the SEC as IRON HORSE WEALTH MANAGEMENT, LLC. The firm was established in 11/25/2016. They have over 1 offices throughout the country.
IRON HORSE WEALTH MANAGEMENT, LLC is a Johnston, Iowa based Financial Planning firm with nearly $426,290,148 assets under management, offering retirement planning & investment advisory services to 2665 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165164 |
| SEC# | 801-108682 |
| Assets Managed by Firm | $426,290,148 |
| No. of Clients | 2665 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2665 | $426,290,148 |
| Individuals (other than high net worth individuals) | 1324 | $252,580,800 |
| Pension and profit sharing plans | 82 | $146,487,190 |
| Charitable organizations | 17 | $24,419,733 |
| Corporations or other businesses | Fewer than 5 clients | $2,802,425 |
More Retirement Planning firms in Johnston, Iowa:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $87,368,733,496 | 448526 | 3312 | |
| $16,157,423,229 | 212836 | 383 |
Explore More Retirement Advisors in Johnston, Iowa