Investment Advisor Associates, Inc.

Investment Advisor Associates, Inc. (CRD# 157219) is a financial advisory firm headquartered in , . They manage $43,680,127 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $520,002
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Investment Advisor Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alan Shorr, financial advisor Boston MA
Alan L. Shorr
CRD#: 1040305
99 Summer Street, 13th Floor, Boston, MA 02110

Alan Shorr (CRD# 1040305) is an Investment Advisor Representative working at Investment Advisor Associates, Inc. in Boston, MA and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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