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| Institutional Investment Advisors Corp
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|---|---|
| CRD # | 126055 |
| SEC # | 801-77500 |
| CIK # | 0001501481 |
| AUM | 105.2 M (2026-02-17) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-869-7266 |
| Address | 49 West 37th Street New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 32.3 | ||
| Apple Inc | 26.2 | ||
| McKesson Corp | 23.0 | ||
| Johnson & Johnson | 22.2 | ||
| US Bancorp de | 21.8 | ||
| PepsiCo Inc | 20.6 | ||
| TJX Companies Inc /DE/ | 20.6 | ||
| Intel Corp | 20.3 | ||
| Ball Corp | 20.2 | ||
| Marsh & McLennan Companies Inc | 19.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 23.2 |
| (b) Individuals (high net worth individuals) | 44 | 69.7 |
| (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 | 5 | 12.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 296 | 105.2 |
| By Discretionary | ||
| Discretionary | 233 | 94.4 |
| Non-Discretionary | 63 | 10.8 |
| Total | 296 | 105.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 105.0 | |
| Total | 296 | 105.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001501481] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Changing Parameters LLC
✚
|
CA | 105.4 M |
|
Steward Advisors Group LLC
✚
|
NY | 105.4 M |
|
Clearview Investment Partners LLC
✚
|
CA | 105.3 M |
|
Guided Wealth LLC
✚
|
105.3 M | |
|
Wallstreeticom LLC
✚
|
NY | 105.2 M |
|
Kukui Tree Capital Management LLC
✚
|
CA | 105.2 M |
|
Clout Capital Investment Managers LLC
✚
|
FL | 105.0 M |
|
Graeter Wealth Advisors LLC
✚
|
KY | 104.9 M |
|
Opulus LLC
✚
|
PA | 104.9 M |
|
TH Financial LLC
✚
|
104.8 M |