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Home > Retirement Planners > arizona > tucson > IRONWOOD FINANCIAL, LLC
IRONWOOD FINANCIAL, LLC
1926 E. Ft. Lowell Road
Suite 100
Tucson, Arizona 85719
Tel: 520-318-4600
About IRONWOOD FINANCIAL, LLC
IRONWOOD FINANCIAL, LLC, formally registered with the SEC as IRONWOOD FINANCIAL, LLC. The firm was established in 08/17/2009. They have over 1 offices throughout the country.
IRONWOOD FINANCIAL, LLC is a Tucson, Arizona based Financial Planning firm with nearly $574,853,371 assets under management, offering retirement planning & investment advisory services to 1667 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151004 |
| SEC# | 801-70463 |
| Assets Managed by Firm | $574,853,371 |
| No. of Clients | 1667 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1667 | $574,853,371 |
| Individuals (other than high net worth individuals) | 425 | $152,658,002 |
| High net worth individuals | 116 | $386,558,093 |
| Pension and profit sharing plans | 18 | $12,888,838 |
| Charitable organizations | Fewer than 5 clients | $1,780,158 |
| Corporations or other businesses | 23 | $20,968,280 |
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