Ironwood Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168858
- Website
- www.ironwoodcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ironwood Capital Management, LLC is a small, privately owned RIA organized as a limited liability company that serves individual and family clients. The firm’s advisory services emphasize portfolio management for individuals, small businesses and institutions, and it also provides pension consulting. Fee billing is a combination of a percentage of assets under management and hourly charges. Investment activity is concentrated in publicly traded equities — the firm identifies equities as its preferred asset class — while also working with mutual funds and annuities as portfolio building blocks. Ironwood does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
George Roe
Owner & CEOCRD 2711037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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