Giancarlo Mateus
Ironwood Investment Counsel · Scottsdale, Arizona
Giancarlo Mateus is a fee-only financial advisor at Ironwood Investment Counsel in Scottsdale, Arizona, who holds the CFP credential. Ironwood Investment Counsel reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Ironwood Investment Counsel |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.76B across 2,525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 5211435 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | ironwoodic.com |
How Giancarlo's firm compares
- Ironwood Investment Counsel's average account is about $696,000, from its Form ADV (assets managed divided by 2,525 accounts).
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Questions about Giancarlo
Is Giancarlo Mateus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Giancarlo holds no broker registration, and Ironwood Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Giancarlo charge for financial advice?
Giancarlo's firm, Ironwood Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Giancarlo Mateus based?
Giancarlo Mateus is based in Scottsdale, Arizona.
What credentials does Giancarlo Mateus hold?
Giancarlo Mateus holds the CFP credential.
Is Giancarlo Mateus registered with the SEC?
Yes. Giancarlo Mateus is registered as an investment adviser representative in AZ (CRD 5211435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironwood Investment Counsel manage?
Ironwood Investment Counsel reports $1.76B across 2,525 accounts in assets under management.
How do I contact Giancarlo Mateus?
Through Giancarlo's website, ironwoodic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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