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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2003
- Office Locations
- 1
Office Locations
About Iris Advisors
Iris Advisors is a NEW York-based RIA. The firm has been operating for 23 years. Managing $26.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 81.2% is discretionary and 18.8% is non-discretionary.
The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $726.1K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on May 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Services
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Owner & Executives
JOHN CHUNG LEE
Director, Managing Member
- CRD
- #2935383
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,227,940 | -- |
| Non-Discretionary | $4,911,174 | -- |
| Total | $26,139,114 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Iris Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.