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 09/30/16. The fund's latest filing disclosed 139MM in positions, representing 51% of the manager's regulatory AUM.

IRONWOOD WEALTH StockAlpha

-1.5%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

IRONWOOD WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 13.56% ETF 2.13% -0.01% 0 9%
BSCH 10.51% ETF 0.01% -0.07% 10 0%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

IRONWOOD WEALTH Contact Information

Phone Number: 480-776-5960
Fax Number: 480-776-5961
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B