Ironwood Investment Counsel, LLC

Ironwood Investment Counsel, LLC (CRD# 110623) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,400,440,770 in 1,982 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254
https://twitter.com/ironwoodic
By the Numbers
  • Total Assets Under Management
    1,400
    MILLION
  • Total Number of Accounts
    1,982
    ACCOUNTS
  • Average Account Value
    $706,580
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, MA, MI, NM, NV, NY, OR, SD, TX, UT, VA, WA, WY

Financial Advisors at Ironwood Investment Counsel, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Matthew Carter, financial advisor Scottsdale AZ
Matthew J. Carter
CRD#: 4541900
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Matthew Carter (CRD# 4541900) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

2
Brian Jackson, financial advisor Scottsdale AZ
Brian N. Jackson
CRD#: 4714781
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Brian Jackson (CRD# 4714781) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.

3
Matthew Kelly, financial advisor Scottsdale AZ
Matthew S. Kelly
CRD#: 6147590
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Matthew Kelly (CRD# 6147590) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

4
Bruce Williams, financial advisor Scottsdale AZ
Bruce C. Williams
CRD#: 4524288
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Bruce Williams (CRD# 4524288) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

5
Richard Antonio, financial advisor Scottsdale AZ
Richard G. Antonio
CRD#: 7722180
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Richard Antonio (CRD# 7722180) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

6
Barrett Geist, financial advisor Scottsdale AZ
Barrett A. Geist
CRD#: 7345807
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Barrett Geist (CRD# 7345807) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

7
Michael Lossing, financial advisor Scottsdale AZ
Michael C. Lossing
CRD#: 2235999
14646 N. Kierland Blvd, Suite 135, Scottsdale, AZ 85254

Michael Lossing (CRD# 2235999) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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