Filings through Oct 24, 2026.

Iron Financial

Matched across 17 name variants in the filings

Market position · 2024

Plans served14+8 YoYRank #984 of mapped providers

Assets under administration$226M0.0%Share of filed assets - rank #7099

Fees received$131,676Median $5,230/planSum across Schedule C direct + indirect

Net wins YoY+911 won - 2 lostPlan-level switch detection

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