CRD: 126055
Institutional Investment Advisors Corp
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Catalyst momentumInsight matrix
- Established Date
- 07-11-2011
- Office Locations
- 1
Office Locations
About Institutional Investment Advisors Corp
Institutional Investment Advisors Corp (ConservativeAdvice.com) provides holistic financial planning and wealth management for a select group of professionals, pre-retirees, and retirees, spanning investment management/asset allocation, retirement and insurance planning, and tax and legacy considerations, plus customized 401(k) planning for business owners. The practice is partnered with LPL Financial and uses a Nitrogen (Riskalyze) risk-assessment workflow to align portfolios with client risk profiles.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLIFFORD MICHAELS
Certified Financial Planner®
- CRD
- #1191696
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,415,000 | $405,215 |
| Non-Discretionary | $10,800,000 | $171,429 |
| Total | $105,215,000 | $355,456 |
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Separately Managed Accounts
Total SMA Asset: $105,215,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $718,261,995 | 8.9% |
| Equity - Exchange | $1,202,483,564 | 14.9% |
| Cash | $1,597,931,179 | 19.8% |
| Corporate - Investment Grade | $1,275,116,799 | 15.8% |
| Other | $1,638,282,976 | 20.3% |
| U.S. Government/Agency | $1,638,282,977 | 20.3% |
| Total | $8,070,359,490 | 100.0% |