Investment adviser · CRD 137930

IRONMARK ADVISORS, LLC

Investment adviser filing (IA)

PLANO, TX, United States · Form ADV filed Aug 16, 2016

Regulatory AUM
$335M
Form ADV · Item 5.F
Client accounts
360
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 16, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2500 DALLAS PARKWAY, SUITE 400
PLANO, TX, 75093, United States

CRD 137930

Filing source

Form ADV 1035132 · Aug 16, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.