Iris Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,092,954
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
72% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$563,718
About
Iris Advisors, LLC provides investment supervisory services and portfolio management to a mix of individual clients (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, and corporations. Advice covers a broad array of securities—including listed and over-the-counter equities, debt instruments, mutual funds, government securities and options—and clients receive regular account statements and trade confirmations.
The firm’s research methods include fundamental, cyclical and technical analysis, drawing on SEC filings, company reports, third-party research and financial press; implementation strategies emphasize long-term holdings while permitting occasional short-term trades and infrequent use of margin. Accounts are reviewed at least quarterly against each client’s stated objectives, and the firm may act on discretionary trading authority where authorized.
What is atypical for a small independent advisor is the explicit servicing of pension/profit-sharing plans and institutional clients alongside individual accounts; as of 12/31/2024 the firm reported roughly $9.47 million in discretionary assets and $14.25 million in non-discretionary assets. The firm participates in Charles Schwab’s institutional custody program, discloses a written code of ethics and proxy-voting procedures, and reports no outside financial industry affiliations.
Client services
Portfolio management
Expertise
Wealth management
Fee options
1.50% per annum paid quarterly in arrears
Account minimum: $100,000
Main office location
Iris Advisors
244 Fifth Ave #2809
New York NY 10001-7604, United States
Number of offices
2
Most active in
Iris Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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