Iris Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,227,940
Clients
35
Advisors
1
of 1 employees
About
Iris Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, and certain businesses. The firm manages both retail and institutional accounts and delivers regular account reporting, including monthly statements and trade confirmations.
The firm’s investment process draws on fundamental, cyclical and technical analysis and charting, with a primary emphasis on longer-term holdings while using short-term trades and margin transactions only infrequently. Accounts are reviewed at least quarterly and investment recommendations are tailored to each client’s financial situation, objectives and any reasonable restrictions.
Noteworthy for a firm of its size, Iris Advisors serves pension/profit-sharing plans and other institutional clients in addition to individual investors, and it manages both discretionary and non-discretionary assets totaling roughly $26 million. The firm’s lead portfolio manager holds a CFA charter and an advanced finance degree with prior emerging markets and capital markets experience, credentials the firm cites in support of its analytic approach.
Client services
Expertise
Fee options
1.50% per annum paid quarterly in arrears
Account minimum: $100,000
Main office
244 Fifth Ave #2809
New York NY 10001-7604
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Iris Advisors · Iris Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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