Overview
Assets Under Management: $218 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 278
Average Client Assets: $798,050
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