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Home > Retirement Planners > arizona > chandler > IRONWOOD WEALTH MANAGEMENT, LLC
IRONWOOD WEALTH MANAGEMENT, LLC
San Tan Corporate Center
3100 W. Ray Rd. Suite 301
Chandler, Arizona 85226
Tel: 480-776-5960
About IRONWOOD WEALTH MANAGEMENT, LLC
IRONWOOD WEALTH MANAGEMENT, LLC, formally registered with the SEC as IRONWOOD WEALTH MANAGEMENT, LLC. The firm was established in 05/15/2015. They have over 2 offices throughout the country.
IRONWOOD WEALTH MANAGEMENT, LLC is a Chandler, Arizona based Financial Planning firm with nearly $662,230,787 assets under management, offering retirement planning & investment advisory services to 2263 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 200511 |
| SEC# | 801-96281 |
| Assets Managed by Firm | $662,230,787 |
| No. of Clients | 2263 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2263 | $662,230,787 |
| Individuals (other than high net worth individuals) | 315 | $219,958,500 |
| High net worth individuals | 196 | $425,530,628 |
| Pension and profit sharing plans | 12 | $16,741,659 |
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