Anmelden Kostenlos registrieren

Institutional Real Estatae Advisors, LLC (Scottsdale)


Institutional Real Estatae Advisors, LLC is a related adviser based in Scottsdale. It manages $2.08 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.

Logo

Institutional Real Estatae Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Institutional Real Estatae Advisors: assets under management

The assets under management (AUM) of Institutional Real Estatae Advisors, LLC is $2.08 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Institutional Real Estatae Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Institutional Real Estatae Advisors, LLC performs its advisory services is located at 8300 E. Dixileta Drive, Scottsdale, AZ 85262, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-575-8038 or by fax 480-575-1122. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.siteira.com.


Registered investment advisers similar to Institutional Real Estatae Advisors, LLC