Ironmark Advisors, LLC

Ironmark Advisors, LLC (CRD# 137930) is a financial advisory firm headquartered in Plano, TX. They manage $335,097,397 in 360 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $930,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, OK, TX

Financial Advisors at Ironmark Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric R. Witte
CRD#: 2192866
2500 Dallas Parkway, Suite 400, Plano, TX 75093
96
Wealthminder
score

Eric Witte (CRD# 2192866) is an Investment Advisor Representative working at Ironmark Advisors, LLC in Plano, TX and has over 24 years of experience in the finance industry. Eric Witte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Samuel D. Mitchell
CRD#: 4412198
5072 West Plano Parkway, Suite 260, Plano, TX 75093
86
Wealthminder
score

Samuel Mitchell (CRD# 4412198) is an Investment Advisor Representative working at Ironmark Advisors, LLC in Plano, TX and has over 15 years of experience in the finance industry. Samuel Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James J. Ward
CRD#: 2167948
2500 Dallas Parkway, Suite 400, Plano, TX 75093
86
Wealthminder
score

James Ward (CRD# 2167948) is an Investment Advisor Representative working at Ironmark Advisors, LLC in Plano, TX and has over 22 years of experience in the finance industry. James Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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