# Irontree Advisors LLC

> Irontree Advisors LLC is a state-registered investment advisory firm in Clifton, IL, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 167587
- Filed as: IRONTREE ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clifton, IL
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167587
- AdvisorCensus page: https://advisorcensus.com/firm/irontree-advisors-llc-clifton-il-167587

## Quick answers

**How is Irontree Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Irontree Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Irontree Advisors LLC located?**
Irontree Advisors LLC's principal office is in Clifton, IL, according to its Form ADV.

**Is Irontree Advisors LLC registered with the SEC or a state?**
Irontree Advisors LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167587.

**How much does Irontree Advisors LLC manage?**
Irontree Advisors LLC reports $13,501,497 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**What types of clients does Irontree Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (5).

**Does Irontree Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167587

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $13,501,497
- Discretionary: $13,501,497
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,397,496 |
| High net worth individuals | 5 | $12,104,001 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- irontreeadvisors.com
- irontreeindex.com
- ironwood-index.com
- Facebook @IRONTREEWEALTHMANAGEMENT
- LinkedIn @NICKOLAS-SIMONEAU-IRONTREE
- LinkedIn @irontreewealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Irontree Advisors LLC (CRD 167587): Form ADV filing data as of October 2026.