Institutional Shareholder Services Inc.

Institutional Shareholder Services Inc. (CRD# 111940) is a financial advisory firm headquartered in Rockville, MD. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Institutional Shareholder Services Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.