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Marcia L. Devries

INSTITUTIONAL INVESTOR ADVISERS, INC.·VENICE, Florida
Unclaimed Profile
201 CENTER ROAD, VENICE, FL 34285-5560CRD# 5797903Firm CRD# 153920
01

About

Marcia L. Devries is a registered financial advisor based in VENICE, Florida, affiliated with INSTITUTIONAL INVESTOR ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
INSTITUTIONAL INVESTOR ADVISERS, INC.
INSTITUTIONAL INVESTOR ADVISERS, INC.
AUM
$35M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INSTITUTIONAL INVESTOR ADVISERS, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5797903
Firm CRD# 153920
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcia L. Devries offer?
Marcia L. Devries specializes in Investment Management, Fee-Only Advisory. Contact their office in VENICE, Florida for a consultation.
What are Marcia L. Devries's credentials?
Marcia L. Devries is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcia L. Devries located?
Marcia L. Devries is based in VENICE, Florida, working with INSTITUTIONAL INVESTOR ADVISERS, INC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.
How does Marcia L. Devries charge for services?
Marcia L. Devries's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSTITUTIONAL INVESTOR ADVISERS, INC.?
INSTITUTIONAL INVESTOR ADVISERS, INC. has approximately 2 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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