1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2IRONSHORE FINANCIAL

Map pin
Phone937-872-4015
NotebookSEC #801-112863
Total AUM
$1.4B
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
937-872-4015
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
24
Discretionary
$168.5M
Accounts
22
Non-Discretionary
$1.3B
Accounts
2

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
24
AUM
$1.4B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALOH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account