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 organized as a corporation and is classified in the data as an institutional registered investment adviser that serves institutional clients. The firm has been SEC-registered since 1997 and operates primarily as an advisory and research provider rather than a discretionary capital allocator. Its client-facing model relies on subscription and fixed-fee arrangements in addition to other fee structures. Advisory activities listed for the firm emphasize pension consulting, publication of periodicals or newsletters, and security ratings/pricing services. The dataset also flags the firm as an active ESG investor, and it is identified as a pension consultant and an institutional adviser in industry affiliations.
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 2
Gary Retelny
PresidentCRD 1551028
Terrence Shen
General CounselCRD 2796052
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
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