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| Happy Holidays!! thanks for using AUM13F!! |
| Ironwood Financial LLC
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| CRD # | 151004 |
| SEC # | 801-70463 |
| CIK # | 0001630360, 0001127761 |
| AUM | $574.9 M (2025-02-10) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 520-318-4600 |
| Address | 1926 E Ft Lowell Road Tucson, AZ 85719 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001630360 0001127761 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Group 1 Automotive Inc | 6.3 | ||
| Super Micro Computer Inc | 5.0 | ||
| Pegasystems Inc | 4.3 | ||
| Citigroup Inc | 3.6 | ||
| Dycom Industries Inc | 3.5 | ||
| MYR Group Inc | 3.3 | ||
| Tempur Pedic International Inc | 3.3 | ||
| Barrett Business Services Inc | 3.1 | ||
| Arrow Electronics Inc | 2.9 | ||
| Bridgebio Pharma Inc | 2.7 | ||
| Koppers Holdings Inc | 2.6 | ||
| Griffon Corp | 2.6 | ||
| Impinj Inc | 2.6 | ||
| McKesson Corp | 2.5 | ||
| Freshpet Inc | 2.4 | ||
| General Motors Co | 2.3 | ||
| Mercury Computer Systems Inc | 2.1 | ||
| Cisco Systems Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Tutor Perini Corp | 2.0 | ||
| Cytokinetics Inc | 1.9 | ||
| International Business Machines Corp | 1.9 | ||
| Zscaler Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 152.7 |
| (b) Individuals (high net worth individuals) | 116 | 386.6 |
| (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 | 18 | 12.9 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 23 | 21.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,667 | 574.9 |
| By Discretionary | ||
| Discretionary | 1,662 | 561.1 |
| Non-Discretionary | 5 | 13.8 |
| Total | 1,667 | 574.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.9 | |
| Total | 1,667 | 574.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001127761] | |
| D | [0001127761] | |
| SC 13G | [0001127761] | |
| 13F-HR | [0001630360] |
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