I
Ironwood Investment Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,390,131
Clients
39
15% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$548,465
About
The firm provides ongoing portfolio management to individual and high-net-worth clients and also advises tax-qualified retirement plans and non‑qualified deferred compensation arrangements. Services documented in its brochure include customized investment policy statements, discretionary portfolio management, and non‑discretionary 3(21) fiduciary consulting for plan sponsors.
Its investment process combines multiple methods of analysis — charting, cyclical, fundamental, technical, and modern portfolio theory — to construct portfolios of mutual funds, ETFs, equities, fixed income, REITs and Treasury inflation‑protected securities. The firm typically formalizes client risk tolerances in an IPS, requests discretionary trading authority for implementation, and conducts at least quarterly reviews and reporting while using custodial relationships for trade execution and client statements.
Compared with many peers, regulatory disclosures show the firm is affiliated with an accounting firm, and it highlights hands‑on 3(21) plan services such as investment screening, lineup recommendations, and quarterly plan reviews that accompany its individual wealth-management work. The firm operates with a small, single‑owner advisory model that does not participate in wrap fee programs or accept performance‑based fees, and it relies on custodian relationships and third‑party research/support services described in the brochure.
Client services
Portfolio management
Expertise
Real estate investing
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Main office location
Ironwood Investment Advisers, LLC
Port Allen LA, United States
Number of offices
2
Most active in
Ironwood Investment Advisers, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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