Overview
Assets Under Management: $575 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 116
Average Client Assets: $3 million
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
Last Filing Date: 2025-02-10 00:00:00
Website: https://ironwoodfinancial.com