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Building 2IRONWOOD FINANCIAL, LLC

Map pinTUCSON, AZ
Phone520-318-4600
NotebookSEC #801-70463
Total AUM
$662.5M
Employees
10
Clients
625

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1926 E. FT. LOWELL ROAD
SUITE 100
TUCSON
AZ 85719
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
520-318-4600
Other Offices
1

ReceiptFinancials

Total AUM
$662.5M
Accounts
1,667
Discretionary
$658.4M
Accounts
1,652
Non-Discretionary
$4.2M
Accounts
15

ContactClients

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Individual Clients
481
AUM
$218.8M
HNW Individual Clients
107
AUM
$312.2M
Pension/Profit Sharing Plan Clients
17
AUM
$26.7M
Charitable Organization Clients
1
AUM
$4.4M
Corporation or Business Clients
19
AUM
$100.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMIMNNYTXVAWA

HandshakeAffiliates

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

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