Institutional Investor Advisers, Inc. is a mid-sized advisory firm based in Venice. It manages $35.46 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Institutional Investor Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Institutional Investor Advisers, Inc. is $35.46 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Institutional Investor Advisers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jr. H. Lee Thacker has been acting as President since 1 Apr 2010. Marc Anthony Hanson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Institutional Investor Advisers, Inc. performs its advisory services is located at 1400 Center Road, Venice, FL 34292, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-493-3600 or by fax 941-496-4660. The normal business hours are 8:00am to 5:00pm on Monday - Friday.