|
⚲
|
| Institutional Investment Advisors Corp
✚
|
|
|---|---|
| CRD # | 126055 |
| SEC # | 801-77500 |
| CIK # | 0001501481 |
| AUM | $86.4 M (2025-02-28) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 212-869-7266 |
| Address | 49 West 37th Street New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 32.3 | ||
| Apple Inc | 26.2 | ||
| McKesson Corp | 23.0 | ||
| Johnson & Johnson | 22.2 | ||
| Walgreens Boots Alliance Inc | 21.9 | ||
| US Bancorp de | 21.8 | ||
| PepsiCo Inc | 20.6 | ||
| TJX Companies Inc /DE/ | 20.6 | ||
| Intel Corp | 20.3 | ||
| Ball Corp | 20.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 23.8 |
| (b) Individuals (high net worth individuals) | 32 | 52.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.6 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 86.4 |
| By Discretionary | ||
| Discretionary | 240 | 79.3 |
| Non-Discretionary | 43 | 7.1 |
| Total | 283 | 86.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 86.2 | |
| Total | 283 | 86.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001501481] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
KJ Capital Management LLC
✚
|
0.1 | |
|
Point B Planning LLC
✚
|
NY | 0.1 |
|
TS Bank
✚
|
IA | 0.1 |
|
Tekmen Wells LLC
✚
|
NY | 0.1 |
|
Onewelth Inc
✚
|
NY | 0.1 |
|
Ratson Advisory LLC
✚
|
NY | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Circle N Advisors LLC
✚
|
NY | 0.1 |