14646 N. Kierland Blvd
Suite 135
Scottsdale, Arizona 85254-2762
Tel: 4806094700
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 $1,179,401,550 assets under management, offering retirement planning & investment advisory services to 2206 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 110623 |
SEC# | 801-60073 |
Assets Managed by Firm | $1,179,401,550 |
No. of Clients | 2206 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2206 | $1,179,401,550 |
Individuals (other than high net worth individuals) | 223 | $95,026,054 |
High net worth individuals | 284 | $1,040,113,150 |
Pension and profit sharing plans | 1 | $32,278,094 |
Charitable organizations | 4 | $6,948,731 |
Corporations or other businesses | 4 | $5,035,521 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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