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
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts25ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Iris Advisors
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.