$26.1M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2003
- Office Locations
- 1
Office Locations
244 Fifth AVE #2809 NEW York NY
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. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$26.1M AVG AUM / ADVISOR
$726.1K AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Client Personas
Focus
Services
Ridge horizon Oak Legacy
Owner & Executives
J
JOHN CHUNG LEE
Director, Managing Member
- CRD
- #2935383
- Ownership
- 75% or more
(571) 863-2154
frontier.ridge@atlascapital.com
in linkedin.com/in/capital-legacy
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $26,139,114
Cash:
20.2% U.S. Government/Agency:
9.2% Corporate - Investment Grade:
8.2% Equity - OTC:
13.5% Sovereign Bonds:
22.0% Equity - Exchange:
8.2% Municipal Bonds:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,800,488,954 | 20.2% |
| U.S. Government/Agency | $820,024,672 | 9.2% |
| Corporate - Investment Grade | $730,891,556 | 8.2% |
| Equity - OTC | $1,203,297,073 | 13.5% |
| Sovereign Bonds | $1,960,928,564 | 22.0% |
| Equity - Exchange | $730,891,556 | 8.2% |
| Municipal Bonds | $1,666,789,278 | 18.7% |
| Total | $8,913,311,653 | 100.0% |