Ironwood Capital Management, LLC

RIASEC Registered
Total AUM
$12.8M
Discretionary
$10.5M
82% of AUM
Avg account
$233K
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
168858
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Ironwood Capital Management, LLC is a small, privately owned RIA organized as a limited liability company that serves individual and family clients. The firm’s advisory services emphasize portfolio management for individuals, small businesses and institutions, and it also provides pension consulting. Fee billing is a combination of a percentage of assets under management and hourly charges. Investment activity is concentrated in publicly traded equities — the firm identifies equities as its preferred asset class — while also working with mutual funds and annuities as portfolio building blocks. Ironwood does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • George Roe

    George Roe

    Owner & CEOCRD 2711037

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth