Investment adviser · CRD 126055
INSTITUTIONAL INVESTMENT ADVISORS CORP
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Feb 17, 2026
- Regulatory AUM
- $105M Form ADV · Item 5.F
- Client accounts
- 296 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $69,690,000 | 66.2% |
| Individuals | 93 | $23,194,000 | 22.0% |
| Retirement plans | 5 | $12,300,000 | 11.7% |
| Charities | Fewer than 5 | $31,000 | 0.0% |
Filing source
Form ADV 2050618 · Feb 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
49 WEST 37TH STREET, 7TH FLOORNEW YORK, NY, 10018, United States
CRD 126055
Filing source
Form ADV 2050618 · Feb 17, 2026 · 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.