| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Nichols Jackson | Partner, Senior Portfolio Manager | Under 5% | 2024 |
| Matthew Jefferson Carter Control | Managing Partner/Chief Compliance Officer | Over 75% | 2021 |
| Matthew Sean Kelly | Partner, Senior Wealth Advisor | Under 5% | 2024 |
Ironwood Investment Counsel, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Ironwood Investment Counsel, LLC reports 19 employees.
Ironwood Investment Counsel, LLC is based in Scottsdale, AZ and has been SEC-registered since 2001.
Ironwood Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ 85250 |
| Phone | 480-609-4700 |
| Fax | 480-609-4725 |
| Office hours | 7:30-4:30 Monday-Thursday, 7:30-3:00Friday |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1330463 |
| Discloses disciplinary history | No |
| Discretionary | $1.51B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.51B |