IRONWOOD INVESTMENT COUNSEL, LLC
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
FINTRXOverview
Ironwood Investment Counsel, LLC is an independent, privately owned RIA that has been SEC‑registered since 2001 and operates as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of other advisers when clients require outside managers. Ironwood identifies as an active ESG investor and deploys a mix of exchange‑traded securities and external managers to implement client strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities33%
- Public Funds/Mutual Funds33%
- State & Local Bonds11%
- Investment Grade Corp Bonds8%
- US Government Bonds6%
Contacts
3 of 12BRUCE WILLIAMS
PartnerCRD 4524288
Richard Antonio
Senior AssociateCRD 7722180
BRIAN JACKSON
Portfolio ManagerCRD 4714781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$173M in ETFs
74%
$128M
15%
$45.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF (FNDA) | Schwab | Passive | Small Blend | $30.5M | 940,337 | 17.59% |
Location
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 6263 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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