Ironwood Capital Advisors LLC
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Overview
Ironwood Capital Advisors LLC operates as a financial advisor firm located in Avon, Connecticut. Ironwood Capital Advisors LLC controls $771.1 million in total assets across five accounts, making it one of the larger firms in the nation by assets under management (AUM). The firm has a small team, including 18 financial advisors. Ironwood Capital Advisors LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as bonds, equities and options.
Ironwood Capital Advisors LLC administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions without needing to seek the client's permission. Ironwood Capital Advisors LLC manages about $154.2 million in assets for every customer account. The typical financial advisor at Ironwood Capital Advisors LLC administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's main office is located at 45 Nod Road, Avon, Connecticut 6001. The firm is legally permitted to provide services to customers throughout a number of states, including Connecticut and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ironwood Capital Advisors LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$771.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
20
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$154.2 million
Fee Structure
A financial advisor's fees largely are based on which services are provided. Fee types charged by the firm most likely include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its five clients, Ironwood Capital Advisors LLC's biggest client group is pooled investment vehicles. None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ironwood Capital Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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