Ironwood Investment Management, LLC
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Overview
Ironwood Investment Management, LLC is a financial advisory firm headquartered in Boston, Massachusetts. The company manages $182.5 million in total assets across 264 customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). Ironwood Investment Management, LLC has a small group, including 6 financial advisors. Ironwood Investment Management, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets such as options, bonds and equities.
Ironwood Investment Management, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without needing the customer's consent. The advisory firm administers roughly $691,103 in assets for each customer account. The average advisor at Ironwood Investment Management, LLC administers around 44 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is at 67 Batterymarch Street, Boston, Massachusetts 2110. It is permitted to serve customers throughout 49 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ironwood Investment Management, LLC by the Numbers
$182.5 million
8
264
$691.1 thousand
Fee Structure
Financial advisory fees typically are based on which services are offered. However, fee types charged by the company may include some blend of the following fee types: asset-based or performance-based. The company does participate in a wrap fee program, in which the firm 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
It caters to high net worth investors, pooled investment vehicles and other investment advisers. Out of its 264 accounts, Ironwood Investment Management, LLC's biggest client group is high net worth investors, though it also serves 232 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 99.57%
- Other Individuals - 0%
- Corporations - 0.43%
- 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 Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ironwood Investment Management, LLC
Charlestown, MA
Boston, MA
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