IRONWOOD INVESTMENT COUNSEL, LLC
C27
CRD 110623·SEC 801-60073·SCOTTSDALE, AZ
AUM
$1.76B
$1B+
Est. Revenue
$17.6M
@ 1% on AUM
Est. EBITDA
$5.3M
@ 30% margin
Est. Deal Value
$42.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $947.6M
'21 · $1.17B
'22 · $1.46B
'23 · $1.26B
'25 · $1.51B
'26 · $1.76B
'20'26
$947.6M → $1.76B▲ +85%
Operations
Advisory staff (5-yr trend)
'20 · 12 advisors
'21 · 14 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 14 advisors
'26 · 12 advisors
'20'26
12 advisors → 12 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
THE SCOTTSDALE FORUM6263 N. SCOTTSDALE ROAD, SUITE 200SCOTTSDALE, AZ 85250
Business
THE SCOTTSDALE FORUM6263 N. SCOTTSDALE ROAD, SUITE 200SCOTTSDALE, AZ 85250
Edgar Recent Filings
13F-HR2026-05-07 · 0001330463-26-000002
13F-HR2026-02-06 · 0001330463-26-000001