IRONWOOD WEALTH Overview
Ironwood Wealth Management Llc is an investment advisor that manages 271.3 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 311MM in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 311MM in positions, representing 115% of the manager's regulatory AUM.
IRONWOOD WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IRONWOOD WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.56% | Tech | 26.85% | 0.66% | 0 | 47% | ||
| IVV | 9.61% | ETF | 13.71% | 0% | 0 | 15% | ||
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FEATURED IN
IRONWOOD WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Cean N. Kenefick-Rogers | Managing Member | July-2009 |
| Alexander D. Parrs | Managing Member | July-2009 |
| Daniel S. Nentl | Managing Member | July-2009 |
| Alexander D. Marek | Managing Member | July-2009 |
| Rydan D. Case | Managing Member | July-2009 |
| Robin R. Dolezal | Chief Compliance Officer | September-2014 |
IRONWOOD WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
IRONWOOD WEALTH Investment Strategy
IRONWOOD WEALTH Portfolio Concentration
IRONWOOD WEALTH Location
4650 E. COTTON CENTER BLVD
SUITE 130
PHOENIX, Arizona
UNITED STATES, 85040
SUITE 130
PHOENIX, Arizona
UNITED STATES, 85040
IRONWOOD WEALTH Contact Information
Phone Number: 480-776-5960
Fax Number: 480-776-5961
Website: null
Fax Number: 480-776-5961
Website: null
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