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).
Total Assets Under Management9MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$217,033
- 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 19 years of experience in the finance industry.