I
Ironbound Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,300,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
42% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$511,538
About
Ironbound Advisory provides financial planning and ongoing portfolio management to individuals, high‑net‑worth individuals, charitable organizations, and business entities. The firm generally limits advice to mutual funds, fixed income, equities, ETFs, TIPS and non‑U.S. securities, and it also acts as the portfolio manager and sponsor of a wrap fee program.
The firm tailors client programs through an initial interview and may use model allocations combined with individualized recommendations, employing fundamental analysis and modern portfolio theory. Ironbound uses a range of strategies including long‑term trading as well as short sales, margin transactions, and options trading, all of which the brochure identifies as carrying elevated risk.
Ironbound is distinctive among independent, solo advisers in that it sponsors a wrap fee program and states it manages wrap accounts the same as non‑wrap accounts. The firm requires clients to use Interactive Brokers LLC for custody, does not aggregate trades for multiple clients, and discloses the potential receipt of soft‑dollar research — operational practices that can affect trade execution and raise potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees between $0 and $10,000 (negotiated)
$50 to $200 per hour
Account minimum: $5,000 (may be waived)
Main office location
Ironbound Advisory LLC
Newark NJ, United States
Number of offices
1
Most active in
Ironbound Advisory LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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