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William John Phillips

IRONWOOD CAPITAL MANAGEMENT CORP·SAN FRANCISCO, California
Unclaimed Profile
ONE MARKET PLAZA, STEUART TOWER, SAN FRANCISCO, CA 94105CRD# 4854128Firm CRD# 109330
01

About

William John Phillips is a registered financial advisor based in SAN FRANCISCO, California, affiliated with IRONWOOD CAPITAL MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
IRONWOOD CAPITAL MANAGEMENT CORP
IRONWOOD CAPITAL MANAGEMENT CORP
AUM
$6.7B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at IRONWOOD CAPITAL MANAGEMENT CORP →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4854128
Firm CRD# 109330
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Phillips offer?
William John Phillips specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are William John Phillips's credentials?
William John Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Phillips located?
William John Phillips is based in SAN FRANCISCO, California, working with IRONWOOD CAPITAL MANAGEMENT CORP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does William John Phillips charge for services?
William John Phillips's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IRONWOOD CAPITAL MANAGEMENT CORP?
IRONWOOD CAPITAL MANAGEMENT CORP has approximately 37 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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