I
CRD: 168858
Ironwood Capital Management, LLC
Tampa, FL
7275309100
$12.8M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-2013
- Office Locations
- 1
Office Locations
-- Tampa FL
About Ironwood Capital Management, LLC
Ironwood Capital Management, LLC is a Tampa-based RIA. The firm has been operating for 12 years. Managing $12.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
52 AVG AGE
$12.8M AVG AUM / ADVISOR
$129.2K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Owner & Executives
G
GEORGE KESSLER ROE
Chief Compliance Officer, Managing Member
- CRD
- #2711037
- Ownership
- 75% or more
(360) 620-2688
crest.vital@pathwaycapital.com
in linkedin.com/in/delta-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,477,590 | -- |
| Non-Discretionary | $2,318,078 | -- |
| Total | $12,795,668 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,795,668
Equity - Exchange:
34.8% Cash:
29.0% Corporate - Investment Grade:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,453,147,444 | 34.8% |
| Cash | $1,210,956,203 | 29.0% |
| Corporate - Investment Grade | $1,511,607,398 | 36.2% |
| Total | $4,175,711,045 | 100.0% |