IRONWOOD FINANCIAL, LLC
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 151004
- Registered since
- August 17, 2009
- Website
- ironwoodfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI47.12%
- Individuals33.03%
- Corporations / Businesses15.16%
- Pension & Profit Sharing Plans4.03%
- Charitable Organizations0.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ironwood Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2009. The firm serves individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Ironwood reports ownership structure involving both a domestic entity and an individual and does not identify itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities19%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1EMILY Delgado
Chief Operating OfficerCRD 6217956
Contacts
3 of 7DAVID RENZI
Senior Wealth ManagerCRD 5847805
ALEXANDER PARRS
PartnerCRD 4003297
ROBIN DOLEZAL
PartnerCRD 4663726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 129Active vs passive
$496M in ETFs
98%
$487M
1%
$8.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $69.2M | 105,992 | 13.95% |
Location
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 1926 E Fort Lowell Rd
- Time zone
- MT (UTC-7)
- Office locations
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