Ironwood Financial, LLC

RIASEC Registered

Total AUM

$663M

Discretionary

$658M

99% of AUM

Avg account

$397K

Accounts

1,667

Employees

Advisory reps

Firm details

Headquarters: Tucson, Arizona
CRD number: 151004
Registered since: August 17, 2009
Website: ironwoodfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI47.12%
Individuals33.03%
Corporations / Businesses15.16%
Pension & Profit Sharing Plans4.03%
Charitable Organizations0.67%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ironwood Financial, LLC is an independent registered investment adviser that provides advisory services to individuals, families and institutional clients. The firm is SEC-registered (2010 filing listed as 2009) and operates on a percentage-of-AUM fee model. Its advisory offerings listed on the firm filing include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity centers on public funds and pooled vehicles, with an emphasis on mutual funds and ETFs for portfolio construction. The firm also makes allocations to real estate-focused alternative investments.