Iris Advisors

Iris Advisors (CRD# 126162) is a financial advisory firm headquartered in New York, NY. They manage $22,715,302 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
244 Fifth Ave #2809, New York, NY 10001
http://www.irisadvisors.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $908,612
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Iris Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John Lee, financial advisor New York NY
John C. Lee
CRD#: 2935383
New York, NY

John Lee (CRD# 2935383) is an Investment Advisor Representative working at Iris Advisors in New York, NY and has over 26 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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