Northbrook, IL Office
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IRON Financial LLC
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About
IRON Financial, together with its affiliate IRON Wealth Holdings, serves individuals (including high‑net‑worth clients), trusts, charitable organizations, and private funds. The firm offers discretionary portfolio management across fixed income, equity, and multi‑asset strategies, ongoing financial planning, personalized indexing through Vanguard Personalized Indexing, and private investment advisory and private fund offerings.
The firm combines fundamental, technical, and quantitative analysis in managing accounts and offers a range of strategies described in its brochure — including fixed income sleeves, an actively managed multi‑asset IRON Incertus strategy (available in individual‑stock and ETF variants), a minimum‑variance large‑cap equity strategy, all‑cap equity income portfolios, options overlays (e.g., covered calls), and limited use of margin with client permission. Accounts are monitored regularly, rebalanced as appropriate, and clients receive periodic performance and holdings reports; personalized indexing is used as a tax‑aware option for equity exposures.
What distinguishes IRON from many team firms is its role as a private fund sponsor and adviser through IRON Wealth Holdings (the brochure notes the launch of IRON Private Series LLC in mid‑2024) and the use of performance‑based compensation for those private funds (management fees on invested capital and carried interest). The firm also provides private investment advisory services for accredited investors — including diligence, negotiating pricing, ongoing monitoring, and quarterly reporting — and discloses practices such as reporting client performance and the potential, with client consent, to use borrowing in separately managed accounts.
Based on IRON Financial LLC
Expertise
Based on IRON Financial LLC
Location
630 Dundee Road, Suite 300
Northbrook IL 60062
Advisors at this office
3
Advisors at this office
Aaron I
Series 65
Northbrook, IL
IRON Financial LLC
Aaron Izenstark is a financial advisor at IRON Financial LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Iron Financial Management since 1994. IRON Financial, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, and corporations, managing approximately $472 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis across various equity and fixed-income strategies, and serves as a private fund sponsor and adviser through its affiliate entities.
Richard L
Series 65
Northbrook, IL
IRON Financial LLC
Richard Lakin is a financial advisor with IRON Financial LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Iron Financial Management since 1998 and has worked as a self-employed advisor since 1987. IRON Financial LLC provides discretionary portfolio management and ongoing financial planning to individual clients, trusts, charities, and corporations, as well as pooled vehicles through its affiliate IRON Wealth Holdings. The firm manages approximately $472 million in assets and employs a combination of fundamental, technical, and quantitative analysis across various investment strategies, including active stock selection, ETF-based approaches, and private fund sponsorship.
Timothy Z
CFP®, CFA®, Series 65
Northbrook, IL
IRON Financial LLC
Timothy Ziemba is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with IRON Financial LLC since 2019, following five years at Life Line Financial Group and Life Line Wealth Management. IRON Financial, together with its affiliate IRON Wealth Holdings, serves individuals, trusts, charitable organizations, and private funds by providing discretionary portfolio management, ongoing financial planning, personalized indexing, and private investment advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis in managing a diverse range of strategies and acts as a private fund sponsor and adviser with performance-based compensation elements.
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