Iris Advisors

Iris Advisors (CRD# 126162) is a financial advisory firm headquartered in New York, NY. They manage $8,898,370 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $217,033
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
  • Pension consulting services
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.

NJ

Financial Advisors at Iris Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John C. Lee
CRD#: 2935383
244 Fifth Avenue, #2809, New York, NY 10001
96
Wealthminder
score

John Lee (CRD# 2935383) is an Investment Advisor Representative working at Iris Advisors in New York, NY and has over 19 years of experience in the finance industry.

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