Ironwood Investment Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ironwood Investment Group LLC is registered as an investment manager offering discretionary and non‑discretionary asset management and related financial planning services to individuals, trusts, estates, charitable organizations and business entities. Although structured to manage client portfolios, the firm currently reports no assets under management and no individual client accounts.
The firm uses a blend of fundamental, technical, charting and cyclical analysis and employs strategies that can include long‑term holdings, option writing, derivatives and margin trading; it charges percentage‑of‑AUM advisory fees, which is a common fee model for managers in this category. Ironwood requires the use of a specified broker‑dealer (Interactive Brokers), bills fees monthly in advance, and documents client authorizations that permit third‑party transfers under standing letters of authorization.
Compared with many peers, Ironwood discloses material changes in its Form ADV and recently updated its brochure to reflect an asset‑reporting change, a type of disclosure event that is relatively uncommon among similar investment managers. The firm also reports limited custody practices (fee deductions and SLOA procedures) and notes that its supervisory personnel devote a substantial portion of their time to an outside business activity, which may be relevant to operational oversight.
Client services
Expertise
Fee options
1.35% annually
Main office
214 Elm Street
Hereford TX 79045
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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