⚲
|
Ironwood Investment Counsel LLC
✚
|
|
---|---|
CRD # | 110623 |
SEC # | 801-60073 |
CIK # | 0001330463 |
AUM | $1.4 BB (2024-06-13) |
Employees | 19 (68% Investors, 0% Brokers) |
Phone | 480-609-4700 |
Address | 6263 N Scottsdale Road Scottsdale, AZ 85250 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 40.6 | |
AAPL | 2,382,844.0 | 28.4 | |
GOOGL | 1,475,138.5 | 13.4 | |
AMZN | 1,092,997.8 | 12.2 | |
SCHW | 121,688.8 | 9.5 | |
AXP | 107,077.6 | 9.3 | |
KLAC | 49,261.0 | 9.3 | |
JNJ | 465,600.2 | 9.0 | |
ACN | 179,517.0 | 8.7 | |
SYY | 43,330.9 | 8.2 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 206 | 126.3 |
(b) Individuals (high net worth individuals) | 299 | 1,120.6 |
(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 | 0 | 32.4 |
(h) Charitable organizations | 5 | 22.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 88.1 |
(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 | 0 | 11.0 |
(n) Other | 0 | 0.0 |
Total | 1,982 | 1,400.4 |
By Discretionary | ||
Discretionary | 1,982 | 1,400.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,982 | 1,400.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,400.4 | |
Total | 1,982 | 1,400.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001330463] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Promus Capital LLC
✚
|
IL | 1.4 |
Segment Wealth Management LLC
✚
|
TX | 1.4 |
Nottingham Advisors Inc
✚
|
NY | 1.4 |
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.4 |
Titleist Asset Management LLC
✚
|
TX | 1.4 |
Expand Financial LLC
✚
|
CO | 1.4 |
Colonial Trust Advisors Inc
✚
|
SC | 1.4 |
Schaper Benz & Wise Investment Counsel Inc
✚
|
WI | 1.4 |
TIDE Cycle Resources LLC
✚
|
NH | 1.4 |
US Bancorp Advisors LLC
✚
|
CA | 1.4 |