Overview
Assets Under Management: $1.5 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 312
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 312
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.70
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,349
Discretionary Accounts: 2,349
Regulatory Filings
CRD Number: 110623
Filing ID: 1961179
Last Filing Date: 2025-03-18 14:14:00
Website: https://ironwoodic.com