IRONWOOD INVESTMENT COUNSEL, LLC

6263 N. Scottsdale Road
Suite 200
Scottsdale, Arizona 85250
Tel: 480-609-4700

About IRONWOOD INVESTMENT COUNSEL, LLC

IRONWOOD INVESTMENT COUNSEL, LLC, formally registered with the SEC as IRONWOOD INVESTMENT COUNSEL, LLC. The firm was established in 03/06/2001. They have over 1 offices throughout the country.

IRONWOOD INVESTMENT COUNSEL, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $1,400,440,770 assets under management, offering retirement planning & investment advisory services to 1982 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110623
SEC#	801-60073
Assets Managed by Firm	$1,400,440,770
No. of Clients	1982
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1982	$1,400,440,770
Individuals (other than high net worth individuals)	206	$126,301,735
High net worth individuals	299	$1,120,558,359
Pension and profit sharing plans	Fewer than 5 clients	$32,356,729
Charitable organizations	5	$22,157,779
Other investment advisers	Fewer than 5 clients	$88,069,874
Corporations or other businesses	Fewer than 5 clients	$10,996,294

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VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258	$9,326,336,708	43221	570

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