A complete list of active advisors currently associated with Ironwood Investment Group LLC
Warmer can help you find a great advisor at Ironwood Investment Group LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ironwood Investment Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hereford, TX
| 0
| |
Hereford, TX
| 4
|
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