Overview
Assets Under Management: $213 million
Headquarters: HURRICANE, WV
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 696
Discretionary Accounts: 696
Regulatory Filings
CRD Number: 128699
Last Filing Date: 2025-02-02 00:00:00
Website: https://ironwood-wealth.com