NEW YORK, NYCRD 126055Latest ADV February 17, 2026
Institutional Investment Advisors Corp is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated February 17, 2026, reports $105M in regulatory assets under management, 3 employees, 1 office, and 296 accounts.
Assets Under Management
$105M
Employees
3
Offices
1 office
Total Clients
143
Primary office
NEW YORK, NY
49 WEST 37TH STREET, 7TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
93
2
HNWI
30.8%
44
3
Pension Plans
3.5%
5
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of February 17, 2026
Discretionary89.7%
$94M
90% of total RAUM89.7%
Non-discretionary10.3%
$11M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$105M
Total Accounts296
10Y AUM Change+$64M (+153.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.