Overview
Assets Under Management: $105 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 44
Average Client Assets: $1.6 million
Frequently Asked Questions
INSTITUTIONAL INVESTMENT ADVISORS CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126055), INSTITUTIONAL INVESTMENT ADVISORS CORP is subject to fiduciary duty under federal law.
INSTITUTIONAL INVESTMENT ADVISORS CORP is headquartered in NEW YORK, NY.
INSTITUTIONAL INVESTMENT ADVISORS CORP serves 44 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, INSTITUTIONAL INVESTMENT ADVISORS CORP offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
INSTITUTIONAL INVESTMENT ADVISORS CORP manages $105 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, INSTITUTIONAL INVESTMENT ADVISORS CORP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.24%
Average Client Assets: $1.6 million
Total Client Accounts: 296
Discretionary Accounts: 233
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 126055
Filing ID: 2050618
Last Filing Date: 2026-02-17 10:55:59