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Ironwood Investment Management, LLC

Headquartered in BOSTON, MA

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Firm Information

Ironwood Investment Management, LLC is a Boston, MA-based investment advisor registered with the SEC. The firm manages a total of $218,039,216 in assets for 247 high-net-worth individual clients and 1 pooled investment vehicle. Their advisory services include portfolio management for individuals, businesses, and pooled investment vehicles.

Ironwood Investment Management, LLC

67 BATTERYMARCH STREET

BOSTON, MA 02110

$218.04M

Assets Under Management

6

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

IRONWOOD INVESTMENT MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at Ironwood Investment Management, LLC

View All 2 Advisors
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Donald Collins

RA

BOSTON, MA

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Warren John Isabelle

RA

BOSTON, MA

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Disclosures

There are no public disclosures for Ironwood Investment Management, LLC.

Frequently Asked Questions (6)

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