Ironwood Investment Counsel, LLC

Ironwood Investment Counsel, LLC (CRD# 110623) is a financial advisory firm headquartered in Phoenix, AZ. They manage $810,162,053 in 1,587 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    810
    MILLION
  • Total Number of Accounts
    1,587
    ACCOUNTS
  • Average Account Value
    $510,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, MI, MT, NJ, NV, NY, PA, TX, UT, WA

Financial Advisors at Ironwood Investment Counsel, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Paul W. Alston
CRD#: 4364085
14646 N. Kierland Blvd, Suite 135, Phoenix, AZ 85254
96
Wealthminder
score

Paul Alston (CRD# 4364085) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.

2
Matthew J. Carter
CRD#: 4541900
14646 N. Kierland Blvd, Suite 135, Phoenix, AZ 85254
96
Wealthminder
score

Matthew Carter (CRD# 4541900) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry. Matthew Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William D. Lee
CRD#: 4748764
14646 N. Kierland Blvd, Suite 135, Phoenix, AZ 85254
96
Wealthminder
score

William Lee (CRD# 4748764) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has over 12 years of experience in the finance industry. William Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey E. Shiffra
CRD#: 3153541
14646 N. Kierland Blvd, Suite 135, Phoenix, AZ 85254
96
Wealthminder
score

Jeffrey Shiffra (CRD# 3153541) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry.

5
Matthew S. Kelly
CRD#: 6147590
14646 N. Kierland Blvd, Suite 135, Phoenix, AZ 85254
90
Wealthminder
score

Matthew Kelly (CRD# 6147590) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has 1 year of experience in the finance industry. Matthew Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Bruce C. Williams
CRD#: 4524288
14646 N. Kierland Blvd, Suite 135, Phoenix, AZ 85254
90
Wealthminder
score

Bruce Williams (CRD# 4524288) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.