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| Ironwood Investment Counsel LLC
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| CRD # | 110623 |
| SEC # | 801-60073 |
| CIK # | 0001330463 |
| AUM | 1,757.4 M (2026-03-24) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-609-4700 |
| Address | 6263 N Scottsdale Road Scottsdale, AZ 85250 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001330463 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.9 | ||
| Microsoft Corp | 30.3 | ||
| Alphabet Inc | 18.6 | ||
| Johnson & Johnson | 15.4 | ||
| Amazon Com Inc | 15.2 | ||
| Schwab Charles Corp | 11.9 | ||
| American Express Co | 11.3 | ||
| Lockheed Martin Corp | 10.5 | ||
| Mastercard Inc | 9.5 | ||
| Accenture PLC | 9.2 | ||
| Sysco Corp | 8.6 | ||
| J P Morgan Chase & Co | 8.4 | ||
| US Bancorp de | 8.0 | ||
| PepsiCo Inc | 7.6 | ||
| Medtronic Holdings Ltd | 7.6 | ||
| Teradyne Inc | 7.5 | ||
| KLA Tencor Corp | 7.3 | ||
| Broadcom Inc | 7.2 | ||
| Corteva Inc | 7.0 | ||
| Cummins Inc | 6.9 | ||
| Amgen Inc | 6.8 | ||
| Lowes Companies Inc | 6.8 | ||
| Qualcomm Inc/DE | 6.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 212.4 |
| (b) Individuals (high net worth individuals) | 300 | 1,369.0 |
| (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 | 28.0 |
| (h) Charitable organizations | 5 | 30.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 96.7 |
| (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 | 21.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,525 | 1,757.4 |
| By Discretionary | ||
| Discretionary | 2,525 | 1,757.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,525 | 1,757.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,757.4 | |
| Total | 2,525 | 1,757.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001330463] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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