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Bruce Conklin Williams

IRONWOOD INVESTMENT COUNSEL, LLC·SCOTTSDALE, Arizona
Clean record26 years registeredIRONWOOD INVESTMENT COUNSEL, LLC
14646 N. KIERLAND BLVD, SCOTTSDALE, AZ 85254-2762CRD# 4524288Firm CRD# 110623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Conklin Williams · SCOTTSDALE, AZ
Registration
CRD #4524288 · IRONWOOD INVESTMENT COUNSEL, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

IRONWOOD INVESTMENT COUNSEL, LLC
Mar 2003 – present
L. ROY PAPP & ASSOCIATES, LLP
Jul 2000 – Nov 2003
PHOENIX, AZ
02

Registrations & Exams

Registration record
First registered · July 24, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRONWOOD INVESTMENT COUNSEL, LLC
CRD 110623 · SEC 801-60073
AUM
$1.4B
Regulatory assets under management
Employees
19
1,982 client accounts
Services offered by IRONWOOD INVESTMENT COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IRONWOOD INVESTMENT COUNSEL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bruce Conklin Williams offer?
Bruce Conklin Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Bruce Conklin Williams's credentials?
Bruce Conklin Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Conklin Williams located?
Bruce Conklin Williams is based in SCOTTSDALE, Arizona, working with IRONWOOD INVESTMENT COUNSEL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Bruce Conklin Williams charge for services?
Bruce Conklin Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRONWOOD INVESTMENT COUNSEL, LLC?
IRONWOOD INVESTMENT COUNSEL, LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IRONWOOD INVESTMENT COUNSEL, LLC

Paul Warren Alston
SCOTTSDALE, AZ
Jeffrey Edward Shiffra
SCOTTSDALE, AZ
Matthew Jefferson Carter
SCOTTSDALE, AZ

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Research
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