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INSTITUTIONAL ADVISORS LLC
INSTITUTIONAL ADVISORS LLC
WYOMISSING, Pennsylvania
·
4 registered advisors
·
CRD# 149378
SEC# 801-69961
877-318-4182
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at INSTITUTIONAL ADVISORS LLC
4 registered advisors
H Anderson Ellsworth
WYOMISSING, Pennsylvania
CRD# 5890118
Karen Louise Kleffel
WYOMISSING, Pennsylvania
CRD# 5190721
Richard Arlen Lord
WYOMISSING, Pennsylvania
CRD# 2197889
Sean P Kehoe
WYOMISSING, Pennsylvania
CRD# 6434892
05
Office Locations
WYOMISSING, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. INSTITUTIONAL ADVISORS LLC (CRD# 149378) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.