Ironwood Investment Group LLC
Firm details
- Headquarters
- Hereford, Texas
- CRD number
- 339128
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ironwood Investment Group LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. The firm provides fee-based financial planning and portfolio management services targeted at individuals and small businesses. Its business model charges clients a percentage of assets under management. According to available information, Ironwood does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator to external managers.
Assets & Accounts
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
Contacts
1 of 1Julian Castro
Managing MemberCRD 8174132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hereford, TX
Deaf Smith
Location
Hereford, TX
Headquartered in Hereford, TX, in the South of the United States.
- Region
- South
- County
- Deaf Smith
- Address
- 214 Elm St
- Time zone
- CT (UTC-6)
- Office locations
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