Institutional Shareholder Services Inc.
● SEC registered since 1997CRD 111940SEC# 801-55092Rockville, MD
Reg. AUM
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Employees
3,350
Accounts
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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 3,350 people.
Institutional Shareholder Services Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Retelny Control | Executive Director And President | Under 5% | 2011 |
| Iss Holdco Inc. Control | Direct Shareholder | Over 75% | 2021 |
| Rhea Jones Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Institutional Shareholder Services Inc. have?
Institutional Shareholder Services Inc. reports 3,350 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
| Address | 702 King Farm Blvd., Suite 300, Rockville, MD 20850 |
| Phone | 301-556-0500 |
| Fax | 301-556-0491 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 1%
More than 99% of 16,825 advisers