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IRONSHORE FINANCIAL

· CRD 294053 · IAPD ↗ · ironshorefinancial.com · 937-872-4015

$1.44BRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
March 2025 — IRONSHORE FINANCIAL notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — IRONSHORE FINANCIAL added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
March 2024 — IRONSHORE FINANCIAL crossed $1B in regulatory AUM ($930.5M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.