|
⚲
|
| Keyboard |
| Ironwood Financial LLC
✚
|
|
|---|---|
| CRD # | 151004 |
| SEC # | 801-70463 |
| CIK # | 0001127761, 0001630360 |
| AUM | 662.5 M (2026-06-30) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 520-318-4600 |
| Address | 1926 E Ft Lowell Road Tucson, AZ 85719 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001127761 0001630360 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.0 | ||
| Amazon Com Inc | 7.7 | ||
| Alphabet Inc | 7.1 | ||
| Alphabet Inc | 6.6 | ||
| Lilly Eli & Co | 6.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 218.8 |
| (b) Individuals (high net worth individuals) | 107 | 312.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 26.7 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 100.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,667 | 662.5 |
| By Discretionary | ||
| Discretionary | 1,652 | 658.4 |
| Non-Discretionary | 15 | 4.2 |
| Total | 1,667 | 662.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.5 | |
| Total | 1,667 | 662.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001127761] | |
| D | [0001127761] | |
| SC 13G | [0001127761] | |
| 13F-HR | [0001630360] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Compass Capital Corporation
✚
|
MA | 663.6 M |
|
GKB Partners LLC
✚
|
663.4 M | |
|
McElhenny Sheffield Capital Management LLC
✚
|
TX | 663.2 M |
|
Diligent Investors LLC
✚
|
CA | 663.1 M |
|
Cruden Bay Investment Management LLC
✚
|
CA | 663.1 M |
|
Three Arch Wealth Management LLC
✚
|
CA | 662.4 M |
|
Harrell Investment Partners LLC
✚
|
TX | 662.4 M |
|
Westshore Wealth LLC
✚
|
CA | 662.4 M |
|
Kesler Norman & Wride LLC
✚
|
UT | 661.4 M |
|
Banorte Asset Management Inc
✚
|
TX | 661.2 M |