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Building 2IRONWOOD INVESTMENT COUNSEL, LLC

Map pinSCOTTSDALE, AZ
Phone480-609-4700
NotebookSEC #801-60073
Total AUM
$1.8B
Employees
22
Clients
557

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6263 N. SCOTTSDALE ROAD
SUITE 200
SCOTTSDALE
AZ 85250
United States
Operating Hours
7:30-4:30 MONDAY-THURSDAY, 7:30-3:00FRIDAY
Monday - Friday
Phone
480-609-4700

ReceiptFinancials

Total AUM
$1.8B
Accounts
2,525
Discretionary
$1.8B
Accounts
2,525
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$212.4M
HNW Individual Clients
300
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$28M
Charitable Organization Clients
5
AUM
$30M
Investment Advisor Clients
1
AUM
$96.7M
Corporation or Business Clients
1
AUM
$21.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDILINMAMIMNMONJNMNVNYOHOKORPATXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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