Edward
Speer

Ironshore Financial

CRD#2579138
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Edward Speer is a financial advisor based in West Palm Beach, Florida, working with Ironshore Financial. Edward has previously held positions at Dailyaccess Corporation, Interserv, LLC, Newport Group, Inc, Newport Group Securities, Inc, Newport Group Consulting, and Ironshore Financial, LLC. Edward is registered to provide services in Alabama and Ohio. Currently, Edward is part of Ironshore Financial, which operates out of West Palm Beach, Florida. The firm has 2 offices and 1 employee. The firm manages assets totaling $1.1 billion. The services offered by the firm include portfolio management for institutional clients and pension consulting services. The fee structure at Ironshore Financial includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

West Palm Beach, FL

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Ironshore Financial Brokerage Details

Total Assets Under Management

$1,101,512,604

Total Number of Employees

1

Total Number of Accounts

26

Average Account Size

$42,365,869

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Edward Speer Work History

2017 - Present (7 years)

Ironshore Financial, LLC

2017 - 2017 (< 1 year)

Newport Group, Inc

2017 - 2017 (< 1 year)

Newport Group Securities, Inc

2017 - 2017 (< 1 year)

Newport Group Consulting

2014 - 2017 (3 years)

Interserv, LLC

2011 - 2014 (3 years)

Dailyaccess Corporation

2011 - 2014 (3 years)

Interserv, LLC

Disclosures

Please visit the SEC profile of Edward Speer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ironshore Financial

Edward Speer
West Palm Beach, FL

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