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Ironwood Financial, LLC

● SEC registered since 2009CRD 151004SEC# 801-70463Tucson, AZ
Export (members)
Reg. AUM
$662.5M
Employees
10
Accounts
1,667
Location
Tucson, AZ

Ironwood Financial, LLC assets under management

Ironwood Financial, LLC is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2009. It reports $662.5 million in regulatory assets under management and employs 10 people.

Ironwood Financial, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alex Parrs, PLLC ControlOwner25-50%2009
Alexander Devereaux Parrs ControlManaging MemberUnder 5%2009
Dan Nentl, PLLC ControlOwner25-50%2009
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Frequently asked questions

How much does Ironwood Financial, LLC manage?

Ironwood Financial, LLC reports $662.5 million in regulatory assets under management on its Form ADV.

How many employees does Ironwood Financial, LLC have?

Ironwood Financial, LLC reports 10 employees.

Where is Ironwood Financial, LLC located?

Ironwood Financial, LLC is based in Tucson, AZ and has been SEC-registered since 2009.

Does Ironwood Financial, LLC disclose fund performance?

Ironwood Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1926 E. Ft. Lowell Road, Suite 100, Tucson, AZ 85719
Phone520-318-4600
Fax520-318-4604
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1630360
Discloses disciplinary historyNo

Regulatory AUM

$662.5M▲ 15%
Feb '25 — $574.9MMar '25 — $574.9MApr '25 — $574.9MMay '25 — $574.9MJun '25 — $574.9MJul '25 — $574.9MAug '25 — $574.9MSep '25 — $574.9MOct '25 — $574.9MNov '25 — $574.9MDec '25 — $574.9MJan '26 — $574.9MFeb '26 — $574.9MMar '26 — $662.5MApr '26 — $662.5MMay '26 — $662.5MJun '26 — $662.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$662.5Mregulatory AUM
Discretionary $658.4MNon-discretionary $4.2M