CRD: 157219
Investment Advisor Associates, Inc.
$37.1M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
14 yrs Firm Age
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- Custodian
- Bank OF America ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2012
- Office Locations
- 2
Office Locations
311 Miller Avenue Suite A 4 Mill Valley CA
99 Summer Street, 13th Floor Boston MA
About Investment Advisor Associates, Inc.
Investment Adviser Association (IAA) is the trade group for fiduciary investment advisory firms, providing advocacy with lawmakers and regulators, timely compliance and practice resources, and member networking through conferences, committees, and issue-specific calls. Asset managers and wealthtech can engage via associate membership and partnerships to connect with a community of 600+ member firms.
Team overview
-- AVG AGE
$18.6M AVG AUM / ADVISOR
$530.6K AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ALAN LEE SHORR
Chief Compliance Officer, Manager, President
- CRD
- #1040305
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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P
PAUL WHITNEY STENARD
--
- CRD
- #830119
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,921,925 | -- |
| Non-Discretionary | $7,218,089 | -- |
| Total | $37,140,014 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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