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INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055 · SEC 801-77500
49 WEST 37TH STREET, 7TH FLOOR, NEW YORK, NY, 10018, United States
Phone
212-869-7266
Fax
212-656-1014
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.2M
Discretionary AUM
$94.4M
Team
3 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $23.2M |
| High net worth individuals | 44 | $69.7M |
| Pension/profit sharing plans | 5 | $12.3M |
| Charitable organizations | 1 | $31K |
States served
CA, NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD