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Institutional Shareholder Services Inc.

● SEC registered since 1997CRD 111940SEC# 801-55092Rockville, MD
Export (members)
Reg. AUM
Employees
3,900
Accounts
Location
Rockville, MD

Institutional Shareholder Services Inc. assets under management

Institutional Shareholder Services Inc. is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 1997. It employs 3,900 people.

Institutional Shareholder Services Inc. owners & executives

7 reported
NameTitleOwnershipSince
Allen Peter Heery ControlExecutive Director And Chief Operations OfficerUnder 5%2014
Gary Retelny ControlExecutive Director And PresidentUnder 5%2011
Iss Holdco Inc. ControlDirect ShareholderOver 75%2021
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Frequently asked questions

How many employees does Institutional Shareholder Services Inc. have?

Institutional Shareholder Services Inc. reports 3,900 employees.

Where is Institutional Shareholder Services Inc. located?

Institutional Shareholder Services Inc. is based in Rockville, MD and has been SEC-registered since 1997.

Does Institutional Shareholder Services Inc. disclose fund performance?

Institutional Shareholder Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address702 King Farm Blvd., Suite 300, Rockville, MD 20850
Phone301-556-0500
Fax301-556-0491
Office hours9:00 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo