INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD #126055 SEC #801-77500 NEW YORK, NY 212-869-7266
SEC Registered
Total AUM
$86.4M
Discretionary
$79.3M
Employees
3
Clients
25
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $86.4M | $79.3M | $7.1M | 3 | 5 |
| Feb 2025 | $86.4M | $79.3M | $7.1M | 3 | 5 |
| Feb 2024 | $72.1M | $66.7M | $5.3M | 3 | 0 |
| Jan 2023 | $65.9M | $61.5M | $4.4M | 3 | 0 |
| Mar 2022 | $65.1M | $60.5M | $4.6M | 4 | 0 |
| May 2021 | $54M | $49.4M | $4.6M | 4 | 9 |
| Mar 2021 | $54M | $49.4M | $4.6M | 4 | 9 |
| Jun 2020 | $47.1M | $42.5M | $4.6M | 4 | 8 |
| Mar 2020 | $47.1M | $42.5M | $4.6M | 4 | 8 |
| Mar 2020 | $47.1M | $42.5M | $4.6M | 4 | 12 |
| Mar 2019 | $43M | $38.5M | $4.5M | 4 | 12 |
| Mar 2018 | $46.8M | $41.2M | $5.6M | 3 | 15 |
| Aug 2017 | $41.5M | $38.6M | $2.9M | 2 | 145 |
| Feb 2017 | $41.5M | $38.6M | $2.9M | 2 | 145 |
| Sep 2016 | $46.3M | $43M | $3.3M | 2 | 145 |
| May 2016 | $46.3M | $43M | $3.3M | 2 | 145 |
| May 2016 | $46.3M | $43M | $3.3M | 2 | 145 |
| Mar 2016 | $46.3M | $43M | $3.3M | 2 | 145 |
| Feb 2015 | $41.5M | $37.1M | $4.4M | 1 | 135 |
| Oct 2014 | $39.7M | $35.5M | $4.2M | 1 | 128 |
| Oct 2014 | $39.7M | $35.5M | $4.2M | 1 | 128 |
| Jan 2014 | $39.7M | $35.5M | $4.2M | 1 | 128 |
| Feb 2013 | $31M | $29M | $2M | 1 | 120 |
| Dec 2012 | $31M | $29M | $2M | 2 | 150 |
DateAug 2025
Total AUM$86.4M
Discretionary$79.3M
Non-Disc.$7.1M
Employees3
Clients5
DateFeb 2025
Total AUM$86.4M
Discretionary$79.3M
Non-Disc.$7.1M
Employees3
Clients5
DateFeb 2024
Total AUM$72.1M
Discretionary$66.7M
Non-Disc.$5.3M
Employees3
Clients0
DateJan 2023
Total AUM$65.9M
Discretionary$61.5M
Non-Disc.$4.4M
Employees3
Clients0
DateMar 2022
Total AUM$65.1M
Discretionary$60.5M
Non-Disc.$4.6M
Employees4
Clients0
DateMay 2021
Total AUM$54M
Discretionary$49.4M
Non-Disc.$4.6M
Employees4
Clients9
DateMar 2021
Total AUM$54M
Discretionary$49.4M
Non-Disc.$4.6M
Employees4
Clients9
DateJun 2020
Total AUM$47.1M
Discretionary$42.5M
Non-Disc.$4.6M
Employees4
Clients8
DateMar 2020
Total AUM$47.1M
Discretionary$42.5M
Non-Disc.$4.6M
Employees4
Clients8
DateMar 2020
Total AUM$47.1M
Discretionary$42.5M
Non-Disc.$4.6M
Employees4
Clients12
DateMar 2019
Total AUM$43M
Discretionary$38.5M
Non-Disc.$4.5M
Employees4
Clients12
DateMar 2018
Total AUM$46.8M
Discretionary$41.2M
Non-Disc.$5.6M
Employees3
Clients15
DateAug 2017
Total AUM$41.5M
Discretionary$38.6M
Non-Disc.$2.9M
Employees2
Clients145
DateFeb 2017
Total AUM$41.5M
Discretionary$38.6M
Non-Disc.$2.9M
Employees2
Clients145
DateSep 2016
Total AUM$46.3M
Discretionary$43M
Non-Disc.$3.3M
Employees2
Clients145
DateMay 2016
Total AUM$46.3M
Discretionary$43M
Non-Disc.$3.3M
Employees2
Clients145
DateMay 2016
Total AUM$46.3M
Discretionary$43M
Non-Disc.$3.3M
Employees2
Clients145
DateMar 2016
Total AUM$46.3M
Discretionary$43M
Non-Disc.$3.3M
Employees2
Clients145
DateFeb 2015
Total AUM$41.5M
Discretionary$37.1M
Non-Disc.$4.4M
Employees1
Clients135
DateOct 2014
Total AUM$39.7M
Discretionary$35.5M
Non-Disc.$4.2M
Employees1
Clients128
DateOct 2014
Total AUM$39.7M
Discretionary$35.5M
Non-Disc.$4.2M
Employees1
Clients128
DateJan 2014
Total AUM$39.7M
Discretionary$35.5M
Non-Disc.$4.2M
Employees1
Clients128
DateFeb 2013
Total AUM$31M
Discretionary$29M
Non-Disc.$2M
Employees1
Clients120
DateDec 2012
Total AUM$31M
Discretionary$29M
Non-Disc.$2M
Employees2
Clients150