I
Ironbound Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,571,276
Total clients
25
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$542,851
About
Ironbound Advisory provides financial planning and portfolio management to individuals (including high‑net‑worth clients), charitable organizations, and business entities. Its advice generally covers mutual funds, equities, ETFs, fixed income (including TIPS), and non‑U.S. securities, delivered as one‑time financial plans or ongoing advisory services.
The firm’s investment approach combines fundamental analysis and modern portfolio theory and it tailors model allocations to individual client restrictions and goals. It implements a range of strategies—from long‑term management to the use of margin, options, and short sales—and can manage accounts on a discretionary or non‑discretionary basis, with quarterly reporting provided through the custodian.
Notably, Ironbound Advisory acts as both portfolio manager and sponsor of a wrap fee program (a relatively uncommon offering for firms of this type) while also operating non‑wrap advisory services. The firm requires clients to use a specific custodian (Interactive Brokers), discloses potential receipt of soft‑dollar research benefits, does not utilize third‑party advisers, and manages roughly $13.6 million in client assets across a small client base, without aggregating trades across accounts.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
Fixed fees negotiated between $0 and $10,000 for financial planning.
Negotiated hourly fees between $50 and $200.
Account minimum: $5,000 Fee-only: Negotiated fixed fees between $0 and $10,000 for financial planning services.
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:
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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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