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Building 2INSTITUTIONAL INVESTMENT ADVISORS CORP

Map pinNEW YORK, NY
Phone212-869-7266
NotebookSEC #801-77500
Total AUM
$105.2M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
49 WEST 37TH STREET
7TH FLOOR
NEW YORK
NY 10018
United States
Operating Hours
9:00AM-6:00PM
Monday - Friday
Phone
212-869-7266
Other Offices
1

ReceiptFinancials

Total AUM
$105.2M
Accounts
296
Discretionary
$94.4M
Accounts
233
Non-Discretionary
$10.8M
Accounts
63

ContactClients

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Individual Clients
93
AUM
$23.2M
HNW Individual Clients
44
AUM
$69.7M
Pension/Profit Sharing Plan Clients
5
AUM
$12.3M
Charitable Organization Clients
1
AUM
$31K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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