RIA IntelAdvisersNew JerseyIRONBOUND ADVISORY LLC

IRONBOUND ADVISORY LLC

Advisory

NJ

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account
$519K
across 26 accounts
AUM per adviser
$14M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$14M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$14M
Discretionary AUM$10M
Non-Discretionary AUM$4M
Discretionary %72.2%
Total Clients28
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

EPIC WEALTH MANAGEMENT LLC
RED BANK, NJ
$14M
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
MOORESTOWN, NJ
$14M
ELEMENTS 5 INVESTMENT MANAGEMENT, LLC
$14M
1-800-401K PLAN.COM, LLC
$14M
GGA MANAGEMENT CO. LLC
ENGLEWOOD, NJ
$13M
+215.9% 1Y
MAGNET INVESTMENT GROUP LLC
RANDOLPH, NJ
$14M
0.0% 1Y

Get the full picture on IRONBOUND ADVISORY LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track IRONBOUND ADVISORY LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans