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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: 888-271-4646
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 $364,247,959 assets under management, offering retirement planning & investment advisory services to 1104 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 151004 |
| SEC# | 801-70463 |
| Assets Managed by Firm | $364,247,959 |
| No. of Clients | 1104 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1104 | $364,247,959 |
| Individuals (other than high net worth individuals) | 392 | $75,564,117 |
| High net worth individuals | 107 | $282,373,298 |
| Pension and profit sharing plans | 17 | $3,320,060 |
| Charitable organizations | Fewer than 5 clients | $532,262 |
| Corporations or other businesses | Fewer than 5 clients | $2,458,222 |
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