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IRIS ADVISORS

IRIS ADVISORS, LLC

CRD 126162

Visit website

244 FIFTH AVE #2809, NEW YORK, NY, 10001-7604, United States

Phone

8772304932

Fax

8772304932

Registration

— (—)

Source

State registered

Total AUM

$26.1M

Discretionary AUM

$21.2M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals17$5.0M
High net worth individuals18$16.2M
Pension/profit sharing plans1$4.9M

All web addresses on file

Official SEC filing: View on IAPD