I
$21.4M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-05-2017
- Office Locations
- 1
Office Locations
-- Port Allen LA
About Ironwood Investment Advisers, LLC
Ironwood Investment Advisers, LLC is a Port Allen-based RIA. The firm has been operating for 9 years. Managing $21.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$21.4M AVG AUM / ADVISOR
$548.5K AVG AUM / CLIENT
7.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHAD EVERETT LEFEBVRE
Chief Compliance Officer
- CRD
- #6174971
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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W
WALTER LOUIS SIMMONS JR.
Director
- CRD
- #4491411
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,939,999 | -- |
| Non-Discretionary | $450,132 | -- |
| Total | $21,390,131 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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