Ironbound Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,300,000
Clients
26
Advisors
1
of 1 employees
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
Expertise
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
61 New Jersey Rr Ave. #15
Newark NJ 07105
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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