Ironshore Financial, LLC is a large advisory firm based in Daphne. It manages $749.28 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama and Ohio.
Ironshore Financial provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ironshore Financial, LLC is $749.28 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ironshore Financial, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ironshore Financial is pension and profit sharing plans with 14 clients and $749.28 million of assets under management. Among the 10 most similar advisory firms, Ironshore Financial has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $749.28 million for 14 clients. None of the firm’s clients are foreign persons or businesses.
Ironshore Financial doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ironshore Financial, LLC performs its advisory services is located at 9602 Kasey Court, Daphne, AL 36526 8709, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 251-422-7307. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at ironshorefinancial.com.