Clifford
Michaels

Institutional Investment Advisors Corp

CRD#1191696
Investment Advisor
in New York, NY
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About this Advisor

Clifford Michaels is a certified financial planner based in New York, New York. Currently an advisor with Institutional Investment Advisors Corp, they have gathered a notable 27 years of practice in the financial advisory industry. Michaels has a Series 63 license, designating the advisor as a securities representative. Michaels is registered to work with investors in New Jersey. Over the course of their career, Michaels has held roles at Institutional Investment Advisors Corp and Cadaret, Grant & Co., Inc. Institutional Investment Advisors Corp is based out of New York, New York. As a company, Institutional Investment Advisors Corp manages $47 million in assets throughout 246 client accounts and employs three staff members. The amount of assets the firm manages places it among the smaller financial advisory firms in the nation. The firm manages 198 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Institutional Investment Advisors Corp offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

440 Park Avenue South 3Rd Floor
New York, NY 10016

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Institutional Investment Advisors Corp Brokerage Details

Total Assets Under Management

$46,800,000

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

246

NY Average: 3,892
Average Account Size

$190,244

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Clifford Michaels Work History

Clifford has 27 years of experience.

1998 - Present (21 years)

Cadaret, Grant & Co., Inc

1991 - Present (28 years)

Institutional Investment Advisors Corp

Disclosures

Clifford Michaels has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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