Ironwood Investment Counsel LLC

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Assets, Funds, Holdings

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Ironwood Investment Counsel LLC
CRD #110623
SEC #801-60073
CIK #1330463
AUM $1.2 BB (100% Disc, 100% US, 2020-03-21)
Employees15 (93% Investors, 0% Brokers)
Phone602-493-4042
Address14646 N Kierland Blvd
Scottsdale, AZ 85254-2762
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($MM)
117594070547023501999200620132021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 13.7
PG 277,350.0 8.5
JNJ 381,110.0 7.9
AAPL 1,372,810.0 6.4
CSCO 189,330.0 6.4
SYY 27,970.0 6.2
PEP 180,030.0 5.7
AXP 75,920.0 5.5
WMT 350,980.0 4.9
USB 53,970.0 4.4
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
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Cypress Capital Management LLC
DE 1.2
Wealth Architects LLC
CA 1.2
HFR Europe Ltd
IL 1.2
Hatteras Investment Partners LLC
NC 1.2
Beaird Harris Wealth Management Inc
TX 1.2
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