IRONTREE ADVISORS LLC
Firm details
- Headquarters
- CLIFTON, Illinois
- CRD number
- 167587
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.65%
- Individuals10.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Irontree Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets approach with hourly billing for ad hoc or planning engagements. The adviser does not characterize itself as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities20%
- US Government Bonds20%
- State & Local Bonds20%
- Public Funds/Mutual Funds20%
- Non-Exchange Traded Equities10%
Contacts
1 of 1NICKOLAS SIMONEAU
AdvisorCRD 5808964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLIFTON, IL
IROQUOIS
Location
CLIFTON, IL
Headquartered in CLIFTON, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- IROQUOIS
- Address
- 585 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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