Durango, CO Office
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Iron River Capital LLC
Supported
Firm-wide stats for Iron River Capital LLC
About
Iron River Capital serves individual and high‑net‑worth clients, trusts, and retirement plans with ongoing portfolio management, account monitoring, and financial and estate planning. The firm offers personalized Investment Policy Statements, selection and oversight of third‑party managers, held‑away asset management via a third‑party order‑management platform, and a client e‑newsletter.
The firm acts as a fiduciary and typically provides discretionary, long‑term portfolio management that emphasizes mutual funds, ETFs, equities, fixed income, annuities and Treasury‑inflation‑protected bonds. Advisors document client goals, risk tolerance and time horizon, employ model allocations when appropriate, and periodically rebalance and review accounts.
Compared with peers of similar size, Iron River discloses several uncommon affiliations and outside activities: supervised persons engage in licensed insurance brokerage activities and the firm discloses an affiliated accounting professional and other business interests, all of which the firm says are disclosed and managed as potential conflicts. It also combines third‑party manager selection and a held‑away management workflow with periodic client communications, practices that are less common among supported firms.
Based on Iron River Capital LLC
Location
752 Main Avenue, Unit 201
Durango CO 81301
Advisors at this office
2
Advisors at this office
Weldon N
Series 65
Durango, CO
Iron River Capital LLC
Weldon Neff is a financial advisor at Iron River Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked for over two decades in the 11th Judicial District and Magistrate Courts. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning services. The firm provides discretionary, long-term portfolio management emphasizing mutual funds, ETFs, equities, fixed income, and other asset types, combining third-party manager selection with held-away asset management.
Shaun C
Series 66
Durango, CO
Iron River Capital LLC
Shaun Connolly is a financial advisor with Iron River Capital LLC in Durango, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Regulus Advisors, LLC and has been involved with Connolly Financial LLC since 2009. Outside of advising, he hosts a radio show and serves as an independent licensed insurance producer. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with discretionary, long-term portfolio management and financial planning. The firm combines third-party manager selection and held-away asset management with regular client communications.
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