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IRONWOOD FINANCIAL, LLC
CRD 151004 · SEC 801-70463
1926 E. FT. LOWELL ROAD, SUITE 100, TUCSON, AZ, 85719, United States
Phone
520-318-4600
Fax
520-318-4604
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$662.5M
Discretionary AUM
$658.4M
Team
10 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 481 | $218.8M |
| High net worth individuals | 107 | $312.2M |
| Pension/profit sharing plans | 17 | $26.7M |
| Corporations/business entities | 19 | $100.4M |
States served
AZ, CA, CO, MI, MN, NY, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD