RIA Intel›Advisers›Kansas›IRON HORSE FINANCIAL SERVICES LLC

IRON HORSE FINANCIAL SERVICES LLC

Advisory

KS

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in KS

#250

of 271 advisers by AUM

Average account

$356K

across 140 accounts

AUM per adviser

$12M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients140

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

140 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

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$51M

ASPIRE WEALTH MANAGEMENT, LLC

OVERLAND PARK, KS

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LAUNCH WEALTH LLC

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