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ISTO ADVISORS, LLC
CRD 284560 · SEC 801-108409
2150 BUTTERFIELD DRIVE, SUITE 220, TROY, MI, 48084, United States
Phone
248-458-1100
Fax
248-458-6700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$999.3M
Team
27 total employees; 19 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $50.3M |
| High net worth individuals | 244 | $977.0M |
| Pension/profit sharing plans | 5 | $14.9M |
| Charitable organizations | 41 | $13.1M |
States served
CA, CO, IL, IN, LA, MI, NY, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD