INSTITUTIONAL SHAREHOLDER SERVICES INC.

ROCKVILLE, Maryland·13 registered advisors·CRD# 111940
SEC# 801-550924301-556-0500
01

Firm Overview

AUM
Regulatory assets under management
Employees
3600
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Market timing services
Educational seminars/workshops
Other
Compensation
Fixed fees
Subscription fees
Other: PER ANALYSIS FOR PROXY ANALYSES; PER VOTE FOR PROXY VOTING; ESG
03

Specialties

Financial Education
04

Advisors at INSTITUTIONAL SHAREHOLDER SERVICES INC.

13 registered advisors
Allen Peter Heery
ROCKVILLE, Maryland
Andrew John Murphy Cavanna
ROCKVILLE, Maryland
Benjamin L. Brigeman
ROCKVILLE, Maryland
Daniel Timothy Lantz
ROCKVILLE, Maryland
Gary Retelny
ROCKVILLE, Maryland
Geoffrey Ian Miller
ROCKVILLE, Maryland
Harold Frederick Strong
ROCKVILLE, Maryland
Maria Carmen Subramanian Pinnell
ROCKVILLE, Maryland
Olayinka Abeny Odeniran
ROCKVILLE, Maryland
Robert Laurence Rosner
ROCKVILLE, Maryland
Scott Andrew Niehaus
ROCKVILLE, Maryland
Stephen Harvey
ROCKVILLE, Maryland
Steven Edward Friedman
ROCKVILLE, Maryland
05

Office Locations

ROCKVILLE, Maryland
13 advisors

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Data sourced from SEC Form ADV filings. INSTITUTIONAL SHAREHOLDER SERVICES INC. (CRD# 111940) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.