Donald
Collins
Ironwood Investment Management, LLC
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About this Advisor
Donald Collins is a financial advisor who works in Charlestown, Massachusetts with 16 years of relevant experience. Collins is on the advisory team at Ironwood Investment Management, LLC. They have spent their whole employment at Ironwood Investment Management, Llc. Collins holds a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Massachusetts. Ironwood Investment Management, LLC is an advisory company that has its headquarters in Boston, MA. It handles $183 million in assets among its 264 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 264 accounts, 99% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Ironwood Investment Management, LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules are based on which service is offered. However, fees billed by Ironwood Investment Management, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ironwood Investment Management, LLC Brokerage Details
$182,451,096
8
264
$691,103
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Donald Collins Work History
Donald has been registered as a financial advisor for 16 years.*
Ironwood Investment Management, 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 Donald Collins 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 Management, LLC
Charlestown, MA
Boston, MA
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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