Institutional Shareholder Services Inc.
Firm details
- Headquarters
- Rockville, Maryland
- CRD number
- 111940
- Registered since
- December 22, 1997
- Website
- www.issgovernance.com
- Fee structure
- Subscription Fees, Fixed Fees, Other
- Services
- Pension ConsultingPublication of PeriodicalsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
Institutional Shareholder Services Inc. is a corporate, institutional-focused registered investment adviser that has been SEC-registered since 1997. The firm operates primarily as an adviser and pension consultant to institutional clients and provides ancillary services including pension consulting, publication of periodicals or newsletters, and security ratings or pricing services. Its client billing mixes subscription and fixed-fee arrangements along with other fee types. Institutional Shareholder Services Inc. identifies itself as an active ESG investor, and that focus appears aligned with its security-ratings and publication activities. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Rhea Jones
Chief Compliance OfficerCRD 8040310
Contacts
2 of 2Terrence Shen
General CounselCRD 2796052
Virginia Gomez
CRD 8344533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rockville, MD
Montgomery
Location
Rockville, MD
Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 702 King Farm Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CWM Financial Group, Inc.
RIARockville, MD
Quantum Financial Advisors Inc
RIARockville, MD
Atcap Partners, LLC
RIARockville, MD
RDJ Financial, LLC
RIARockville, MD
Bireme Capital, LLC
RIARockville, MD
Worch Financial Group, LLC
RIARockville, MD