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Ironwood Wealth Management

Ironwood Wealth Management is an investment advisor in Hurricane with $194.97M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
352242519
SEC advisor number
801-62555
FINRA CRD number
128699
AUM ?
$194.97M (as of 30 Sep 21)
Accounts
645 (as of 30 Sep 21)
Employees
4 (2 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
21 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$18.92M 370.48K 304.46K +21.7
$17.82M 242.39K 244.86K -1.0
$16.04M 37.24K 41.87K -11.1
$15.06M 212.4K 200.8K +5.8
$14.15M 129.54K 155.87K -16.9
$11.08M 108.21K 128.78K -16.0
$10.9M 74.97K 80.91K -7.4
$9.64M 135.77K 133.48K +1.7
$7.96M 107.18K 108.48K -1.2
$7.31M 160.04K 138.07K +15.9
$5.66M 220.23K 224.63K -2.0
$117K 2.16K 2.16K 0
$63K 377 377 0
$38K 552 552 0
$32K 552 552 0
$29K 605 NEW
$15K 750 750 0
$14K 200 200 0
$11K 264 264 0
$5K 49 57 -14.0
$5K 97 97 0
650 EXIT
472 EXIT
291 EXIT
472 EXIT
605 EXIT
236 EXIT
Vanguard Intl Equity Index F
400 EXIT
150 EXIT
1K EXIT
200 EXIT
49 EXIT
150 EXIT
Fidelity Comwlth TR
150 EXIT
235 EXIT
125 EXIT
228 EXIT
50 EXIT
100 EXIT
10 EXIT
78 EXIT
26 EXIT
1 EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings