Irontree Wealth Management

Irontree Wealth Management (CRD# 167587) is a financial advisory firm headquartered in Clifton, IL. They manage $8,310,376 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $377,744
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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Irontree Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Nickolas J. Simoneau
CRD#: 5808964
585 Main St., Clifton, IL 60927

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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