Overview
Assets Under Management: $575 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Frequently Asked Questions
IRONWOOD FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151004), IRONWOOD FINANCIAL, LLC is subject to fiduciary duty under federal law.
IRONWOOD FINANCIAL, LLC is headquartered in TUCSON, AZ.
IRONWOOD FINANCIAL, LLC serves 116 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, IRONWOOD FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
IRONWOOD FINANCIAL, LLC manages $575 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, IRONWOOD FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,667
Discretionary Accounts: 1,662
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 151004
Filing ID: 2034836
Last Filing Date: 2025-12-19 12:58:12
Website: 0