IRONWOOD INVESTMENT MANAGEMENT, LLC

67 Batterymarch Street
3rd Floor
Boston, Massachusetts 02110
Tel: 617-757-7600

About IRONWOOD INVESTMENT MANAGEMENT, LLC

IRONWOOD INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as IRONWOOD INVESTMENT MANAGEMENT, LLC. The firm was established in 12/15/1997. They have over 1 offices throughout the country.

IRONWOOD INVESTMENT MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $218,039,216 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108467
SEC#	801-55081
Assets Managed by Firm	$218,039,216
No. of Clients	247
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	247	$218,039,216
High net worth individuals	247	$218,023,075

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