Effettuare il login Iscriviti gratis

Iec Real Estate Ventures Corporation (Los Altos)


Iec Real Estate Ventures Corporation is a large advisory firm based in Los Altos. It manages $40 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Colorado.

Logo

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

Iec Real Estate Ventures Corporation: assets under management

The assets under management (AUM) of Iec Real Estate Ventures Corporation is $40 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iec Real Estate Ventures Corporation for their services and products based on a percentage of assets under management, commissions, 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 Los Altos

The principal office where Iec Real Estate Ventures Corporation performs its advisory services is located at One First Street, Los Altos, CA 94022, 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 650-917-8600 or by fax 650-917-8518. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.interstateequities.com.


Registered investment advisers similar to Iec Real Estate Ventures Corporation