Bruce
Williams

Ironwood Investment Counsel, LLC

CRD#4524288
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Bruce Williams is a chartered financial analyst based in Scottsdale, Arizona with 20 years of relevant experience. Williams is an employee of Ironwood Investment Counsel, LLC. They have been an employee of Ironwood Investment Counsel, Llc for their entire career. Williams is able to work in Arizona. Ironwood Investment Counsel, LLC is a company headquartered in Scottsdale, AZ. It controls $1 billion in assets between its 2,206 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises four charitable organizations. Of its 2,206 accounts, 55% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on the type of financial services offered. Fee types billed by Ironwood Investment Counsel, LLC can be comprised of asset-based and hourly fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

14646 N. Kierland Blvd Suite 135
Scottsdale, AZ 85254-2762

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Ironwood Investment Counsel, LLC Brokerage Details

Total Assets Under Management

$1,179,401,550

AZ Average: $1,555,372,352
Total Number of Employees

17

AZ Average: 37
Total Number of Accounts

2,206

AZ Average: 1,370
Average Account Size

$534,634

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bruce Williams Work History

Bruce has been registered as a financial advisor for 20 years.*

2003 - Present (21 years)

Ironwood Investment Counsel, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ironwood Investment Counsel, LLC

Michael Lossing
Scottsdale, AZ
Laura Jansen
Scottsdale, AZ
Barrett Geist
Scottsdale, AZ
Matthew Kelly
Scottsdale, AZ
Brian Jackson
Scottsdale, AZ
Matthew Carter
Scottsdale, AZ
Bruce Williams
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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