Ironshore Financial
SEC RegisteredAbout the firm
Ironshore Financial is a uniquely qualified trusted advisor and co-fiduciary to retirement plan sponsors. Ironshore's focus on participant-directed retirement plans shapes a philosophy that clients are better served by an investment evaluation process that places greater emphasis on risk management than investment return.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Trusted advisor and co-fiduciary services to retirement plan sponsors, with an investment evaluation process emphasizing risk management for participant-directed retirement plans.
Who they serve
Retirement plan sponsors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 24 | $1.4B |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | — |
| Next $5,500,000 | 0.15% |
| Next $7,500,000 | 0.10% |
| Next $10,000,000 | 0.05% |
| Next $25,000,000 | 0.03% |
| Next $100,000,000 | 0.01% |
| Over $150,000,000 | — |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ironshore Financial has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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