Data / Investment advisers / New York / Institutional Investment Advisors Corp
Institutional Investment Advisors Corp, New York, NY: $105 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Institutional Investment Advisors Corp is an SEC registered investment adviser with its main office in New York, New York and reports $105 million in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 126055
- SEC file number
- 801-77500
- SEC status
- Approved, effective January 8, 2013
- Main office
- 49 West 37th Street 7th Floor, New York, NY 10018
- Phone
- (212) 869-7266
- Website
- conservativeadvice.com
- Regulatory AUM
- $105,215,000 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $94,415,000
- Non discretionary AUM
- $10,800,000
- Accounts
- 296
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $69.7 million |
| Individuals (other than high net worth individuals) | 93 | $23.2 million |
| Pension and profit sharing plans | 5 | $12.3 million |
| Charitable organizations | 1 | $31,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $105.2 million | February 17, 2026 |
| December 1, 2025 | $86.4 million | August 28, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Privacore | New York | $108.5 million | Not listed | adviserinfo.sec.gov |
| Greenbrook Management, LLC | New York | $108.5 million | 13 | adviserinfo.sec.gov |
| Laidlaw Wealth Management LLC | New York | $108.1 million | Not listed | adviserinfo.sec.gov |
| Amber Road Investors LP | New York | $107 million | 1 | adviserinfo.sec.gov |
| Wallstreeti.Com | New York | $105.2 million | Not listed | adviserinfo.sec.gov |
| Coast Capital Management, LP | New York | $102.6 million | 2 | adviserinfo.sec.gov |
| Hunt Capital Management, LLC | New York | $102 million | Not listed | adviserinfo.sec.gov |
| Onewelth Inc | New York | $101.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Institutional Investment Advisors Corp on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.