Iron Financial LLC

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Assets, Funds, Holdings

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Iron Financial LLC
CRD #106682
SEC #801-46417
CIK #0001595509
AUM $5.4 BB (100% Disc, 100% US, 2020-08-11)
Employees 34 (44% Investors, 0% Brokers)
Phone847-715-3200
Address630 Dundee Road
Northbrook, IL 60062
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
6.04.83.62.41.20.01999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CME 64,940.0 14.9
AAPL 674,750.0 8.9
AMZN 733,590.0 3.1
MSFT 747,660.0 2.1
DOCU 6,420.0 1.1
BABA 355,310.0 1.0
CBOE 10,690.0 1.0
JPM 324,630.0 0.9
INTC 203,050.0 0.8
JNJ 346,110.0 0.8
View All
Holdings by Sector ($MM)
90072054036018002013201520182021
EDGAR Form CIK 2011 - 2021
13F-HR [0001595509]
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Levin Easterly Partners LLC
NY 5.4
Rockefeller Financial LLC
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Piedmont Investment Advisors Inc
NC 5.4
Westminster Consulting LLC
NY 5.4
Citizens Securities Inc
MA 5.3
CSOP Asset Management Limited
5.3
Frost Investment Advisors LLC
TX 5.3
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