Irontree Wealth Management

Irontree Wealth Management (CRD# 167587) is a financial advisory firm headquartered in Kankakee, IL. They manage $1,384,534 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $86,533
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
1 Dearborn Square, Suite 515, Kankakee, IL 60901
93
Wealthminder
score

Nickolas Simoneau (CRD# 5808964) is an Investment Advisor Representative working at Irontree Wealth Management in Kankakee, IL and has over 7 years of experience in the finance industry.

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