$26.1M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
Insights
Unlock to compare peer behavior around zenith momentum.
Unlock to compare peer behavior around focus legacy.
Full visibility includes strategy notes for meridian element horizon.
Upgrade to reveal position-level detail across momentum delta.
Request access to benchmark trends tied to matrix summit.
See the complete signal summary connected to vital beacon.
Upgrade to reveal position-level detail across optima legacy.
Unlock to see real insight on quantum ridge.
Client Personas
Focus
Custodian
Quantum ember Pioneer
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |