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Ironmark Advisors, LLC (Plano)


Ironmark Advisors, LLC is a large advisory firm based in Plano. It manages $335.1 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Colorado, Florida, and 3 other states.

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Ironmark Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ironmark Advisors: assets under management

The assets under management (AUM) of Ironmark Advisors, LLC is $335.1 million. The firm's AUM has grown by 372% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $331.84 million in discretionary accounts and $3.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $934.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $651.92 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ironmark Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plano

The principal office where Ironmark Advisors, LLC performs its advisory services is located at 2500 Dallas Parkway, Plano, TX 75093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-449-4766 or by fax 214-393-2305. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ironmarkadvisors.com.


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