INSTITUTIONAL SHAREHOLDER SERVICES INC.

702 King Farm Blvd.
Suite 300
Rockville, Maryland 20850
Tel: 301-556-0500

About INSTITUTIONAL SHAREHOLDER SERVICES INC.

INSTITUTIONAL SHAREHOLDER SERVICES INC, formally registered with the SEC as INSTITUTIONAL SHAREHOLDER SERVICES INC. The firm was established in 12/22/1997. They have over 5 offices throughout the country.

INSTITUTIONAL SHAREHOLDER SERVICES INC. is a Rockville, Maryland based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 3600 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111940
SEC#	801-55092
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	3600

Fee Structure

Subscription fees
Fixed fees
Other (PER ANALYSIS FOR PROXY ANALYSES; PER VOTE FOR PROXY VOTING; ESG)

Advisory Services Provided

Pesnsion consulting services
Publication of periodicals and newsletters
Security ratings or pricing services
Other (PROXY ANALYSIS, PROXY VOTING RECOMMENDATIONS, PROXY RESEARCH AND PORTFOLIO SCREENING PRODUCTS, ESG)

Firm Client Information

	No. of Clients	AUM

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