Overview
Assets Under Management: $1.5 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 312
Average Client Assets: $4 million
Frequently Asked Questions
IRONWOOD INVESTMENT COUNSEL, 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 #110623), IRONWOOD INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
IRONWOOD INVESTMENT COUNSEL, LLC is headquartered in SCOTTSDALE, AZ.
IRONWOOD INVESTMENT COUNSEL, LLC serves 312 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, IRONWOOD INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
IRONWOOD INVESTMENT COUNSEL, LLC manages $1.5 billion in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, IRONWOOD INVESTMENT COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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