Irontree Wealth Management
Irontree Wealth Management (CRD# 167587) is a financial advisory firm headquartered in Clifton, IL. They manage $10,427,071 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts26ACCOUNTS
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Average Account Value$401,041
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Irontree Wealth Management
1
Nickolas Simoneau (CRD# 5808964) is an Investment Advisor Representative working at Irontree Wealth Management in Clifton, IL and has over 13 years of experience in the finance industry.
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