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 #0001330463
AUM $1.4 BB (2024-06-13)
Employees 19 (68% Investors, 0% Brokers)
Phone480-609-4700
Address6263 N Scottsdale Road
Scottsdale, AZ 85250
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1500120090060030002001200920172025
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 ($MM)
60048036024012002013201720212025
AUM Breakdown Accounts AUM ($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]
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Titleist Asset Management LLC
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Expand Financial LLC
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Colonial Trust Advisors Inc
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Schaper Benz & Wise Investment Counsel Inc
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TIDE Cycle Resources LLC
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US Bancorp Advisors LLC
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