Ironwood Investment Counsel, LLC

RIASEC RegisteredEst. 2001

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$696K

Accounts

2,525

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 110623
Registered since: March 6, 2001
Website: www.ironwoodic.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI77.9%
Individuals12.09%
Other Investment Advisers5.5%
Charitable Organizations1.7%
Pension & Profit Sharing Plans1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ironwood Investment Counsel, LLC is an independent, SEC‑registered registered investment adviser that has operated since 2001. The firm is organized as an LLC, owned by an individual principal, and positions itself as a capital allocator serving both individuals/families and institutional clients. Its business model is fee‑based, charging a percentage of assets under management, and its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers. The firm self-identifies as an active ESG investor, suggesting environmental, social, or governance factors are considered in its investment process.