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IADVISE PARTNERS
IADVISE PARTNERS LLC
CRD 168564 · SEC 801-78614
747 THIRD AVENUE, STE. 34B, NEW YORK, NY, 10017, United States
Phone
212-686-4601
Fax
212-686-4601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.5M
Discretionary AUM
$188.5M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $222.5M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD