|
⚲
|
| Institutional Investment Advisors Corp
✚
| |
|---|---|
| CRD # | 126055 |
| SEC # | 801-77500 |
| CIK # | 0001501481 |
| AUM | $72.1 MM (2024-02-27) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 212-869-7266 |
| Address | 49 West 37th Street New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 15.0 |
| (b) Individuals (high net worth individuals) | 33 | 49.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.7 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 72.1 |
| By Discretionary | ||
| Discretionary | 282 | 66.7 |
| Non-Discretionary | 49 | 5.3 |
| Total | 331 | 72.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 71.9 | |
| Total | 331 | 72.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001501481] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Point B Planning LLC
✚
|
NY | 0.1 |
|
Foliobeyond LLC
✚
|
NY | 0.1 |
|
Aventura Capital Management LLC
✚
|
FL | 0.1 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.1 |
|
FSAM LLC
✚
|
GA | 0.1 |
|
Tekmen Wells LLC
✚
|
NY | 0.1 |
|
Derastone LLC
✚
|
NY | 0.1 |
|
Wallstreeticom LLC
✚
|
NY | 0.1 |
|
Stage Wealth Management Inc
✚
|
NY | 0.1 |
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |