Iron Point Partners, LLC
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Learn more about Iron Point Partners, LLC
Overview
Iron Point Partners, LLC is located at 1133 Connecticut Ave., NW, Washington, DC. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Iron Point Partners, LLC is not a registered broker-dealer.
Iron Point Partners, LLC oversees $1.4 billion in assets under management across 16 accounts, all of which are discretionary. The firm offers portfolio management for pooled investment vehicles. The fee structure at Iron Point Partners, LLC includes asset-based and performance-based fees. The firm caters to pooled investment vehicles, which are also the largest client type by accounts.
Iron Point Partners, LLC is registered in the states of District of Columbia and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iron Point Partners, LLC by the Numbers
$1.4 billion
19
16
$86.3 million
Fee Structure
Financial advisory fees usually depend on which services are provided. Fees charged by Iron Point Partners, LLC likely include some combination of the following fee structures: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Iron Point Partners, LLC's largest client type by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Iron Point Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Iron Point Partners, LLC
Dallas, TX
Washington, DC
Washington, DC
Washington, DC
Dallas, TX
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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