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 formed as an LLC and on the SEC register since 2009. The firm advises both individuals/families and institutional clients on a fee‑for‑assets basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Ironwood reports it is not a capital allocator and does not market itself as an ESG‑focused adviser; it operates under a traditional discretionary management model for the bulk of client relationships.
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 1
Emily Delgado
Chief Operating OfficerCRD 6217956
Contacts
3 of 7
David Renzi
Senior Wealth ManagerCRD 5847805
Alexander Parrs
Financial PartnerCRD 4003297
Robin Dolezal
PartnerCRD 4663726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$554M in ETFs
98%
$543M
1%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $77.3M | 102,670 | 13.96% |
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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