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Aaron Bruce Izenstark

Iron Financial LLC

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About Aaron Bruce Izenstark

Aaron Izenstark is an Investment Advisor Representative at Iron Financial LLC. Aaron is registered with the state of Illinois and has been working in the financial industry since January 1994. Aaron has passed the Uniform Investment Adviser Law Examination (Series 65) and the Non-Member General Securities Examination (Series 2). Aaron specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Iron Financial LLC is a firm based in Northbrook, IL. The firm offers financial planning and portfolio management services to a variety of clients including high-net-worth individuals, corporations, and pension plans.

Firm Information

Aaron Izenstark is currently registered with Iron Financial LLC. Iron Financial LLC is an investment advisor based in NORTHBROOK, IL. The firm provides financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, and assists with the selection of other advisors. Iron Financial LLC manages approximately $421,111,841 in regulatory assets under management for 609 accounts. The firm has 3 investment adviser representatives and 8 employees.
Iron Financial LLC

630 DUNDEE ROAD

NORTHBROOK, IL 60062

$421.11M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

$50 minimum quarterly fee

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Aaron Izenstark’s Registration & Firm History

IL

10/27/1997 - Present

Iron Financial LLC (NORTHBROOK IL)

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Licenses & Designations

IA

Issued 02/02/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Bruce Izenstark.
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