Iris Advisors (CRD# 126162) is a financial advisory firm headquartered in New York, NY. They manage $20,272,542 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$675,751
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
John Lee (CRD# 2935383) is an Investment Advisor Representative working at Iris Advisors in New York, NY and has over 20 years of experience in the finance industry.