$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-08-2013
- Office Locations
- 1
Office Locations
585 Main St. Clifton IL
About Irontree Advisors LLC
Irontree Advisors LLC is a Clifton-based RIA. The firm has been operating for 12 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Insurance, Investment Planning.
Team overview
41 AVG AGE
$13.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
North Quantum quantum Unison matrix Matrix unison Ridge alpha
Investment Themes
Insight oak Matrix Pioneer matrix Prime quantum
Investment Vehicles
Element eagle
Services
Timber Element Oak radial Oak capital Timber timber Legacy Momentum
Owner & Executives
N
NICKOLAS JAMES SIMONEAU
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5808964
- Ownership
- 75% or more
(479) 456-1948
legacy.summit@glaciercapital.com
in linkedin.com/in/atlas-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,501,497 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,501,497 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,501,497
Equity - Exchange:
20.9% Municipal Bonds:
15.3% Public Funds:
21.0% U.S. Government/Agency:
11.9% Equity - OTC:
6.1% Cash:
11.9% Corporate - Investment Grade:
12.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $505,841,343 | 20.9% |
| Municipal Bonds | $370,304,907 | 15.3% |
| Public Funds | $508,261,637 | 21.0% |
| U.S. Government/Agency | $288,014,928 | 11.9% |
| Equity - OTC | $147,637,904 | 6.1% |
| Cash | $288,014,928 | 11.9% |
| Corporate - Investment Grade | $312,217,862 | 12.9% |
| Total | $2,420,293,509 | 100.0% |