Investment adviser · CRD 149378
INSTITUTIONAL ADVISORS LLC
Investment adviser filing (IA)
WYOMISSING, PA, United States · Form ADV filed Feb 23, 2016
- Regulatory AUM
- $1.19B Form ADV · Item 5.F
- Client accounts
- 980 Accounts, not individual clients
- Employees
- 47 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2016. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1340 BROADCASTING ROAD SUITE 100WYOMISSING, PA, 19610, United States
CRD 149378
Filing source
Form ADV 968176 · Feb 23, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.