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 09/30/16. The fund's latest filing disclosed 70MM in positions, representing 3% of the manager's regulatory AUM.

IRON FINANCIAL LLC StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

IRON FINANCIAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 26.46% ETF 5.23% 0.13% 0 10%
CME 13.73% Financials 18.03% -0.07% 0 15%
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FEATURED IN
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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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IRON FINANCIAL LLC Portfolio Concentration

IRON FINANCIAL LLC Location

630 DUNDEE ROAD
SUITE 200
NORTHBROOK, Illinois
UNITED STATES, 60062

IRON FINANCIAL LLC Contact Information

Phone Number: 847-715-3200
Fax Number: 847-715-3499
Website:

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