Overview
Assets Under Management: $218 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 278
Average Client Assets: $798,050
Frequently Asked Questions
IRONWOOD INVESTMENT MANAGEMENT, 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 #108467), IRONWOOD INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
IRONWOOD INVESTMENT MANAGEMENT, LLC is headquartered in BOSTON, MA.
IRONWOOD INVESTMENT MANAGEMENT, LLC serves 278 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, IRONWOOD INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
IRONWOOD INVESTMENT MANAGEMENT, LLC manages $218 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, IRONWOOD INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.99
Average High-Net-Worth Client Assets: $798,050
Total Client Accounts: 247
Discretionary Accounts: 247
Regulatory Filings
CRD Number: 108467
Last Filing Date: 2024-03-28 00:00:00
Website: https://ironwoodfunds.com