IADVISE PARTNERS

747 Third Avenue
Ste. 34b
New York, New York 10017
Tel: 212-686-4601

About IADVISE PARTNERS

IADVISE PARTNERS, formally registered with the SEC as IADVISE PARTNERS. The firm was established in 09/30/2013. They have over 1 offices throughout the country.

IADVISE PARTNERS is a New York, New York based Financial Planning firm with nearly $174,390,288 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168564
SEC#	801-78614
Assets Managed by Firm	$174,390,288
No. of Clients	35
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	35	$174,390,288
High net worth individuals	15	$174,390,288

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