IRON FINANCIAL LLC Overview
Iron Financial Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 34 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 194MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/19. The fund's latest filing disclosed 194MM in positions, representing 9% of the manager's regulatory AUM.
IRON FINANCIAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IRON FINANCIAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CME | 9.92% | Financials | -13.52% | 0.71% | 0 | 18% | ||
| HTRB | 8.51% | Financials | -0.79% | 0.74% | 1 | 0% | ||
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FEATURED IN
IRON FINANCIAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Aaron B. Izenstark | President, Chief Investment Officer | January-1994 |
| Howard L. Nixon | Secretary | January-1994 |
| Richard L. Lakin | Chief Compliance Officer | June-1996 |
| Paul Travlos | Ceo | April-2008 |
IRON FINANCIAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
IRON FINANCIAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting:
In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict when, how long the trend may last and when that trend might reverse.
Fundamental Analysis:
We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a sec...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Charting:
In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict when, how long the trend may last and when that trend might reverse.
Fundamental Analysis:
We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a sec...
Get the Full Report
IRON FINANCIAL LLC Portfolio Concentration
IRON FINANCIAL LLC Location
630 DUNDEE ROAD
SUITE 200
NORTHBROOK, Illinois
UNITED STATES, 60062
SUITE 200
NORTHBROOK, Illinois
UNITED STATES, 60062
IRON FINANCIAL LLC Contact Information
Phone Number: 847-715-3200
Fax Number: 847-715-3499
Website: http://www.ironfinancial.com
Fax Number: 847-715-3499
Website: http://www.ironfinancial.com
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