⚲
|
Investment Research Corp
✚
|
|
---|---|
CRD # | 108208 |
SEC # | 801-8599 |
CIK # | |
AUM | $52.0 MM (2024-03-27) |
Employees | 17 (88% Investors, 76% Brokers) |
Phone | 303-626-0634 |
Address | 1636 Logan Street Denver, CO 80203 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 144 | 21.9 |
(b) Individuals (high net worth individuals) | 3 | 7.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 18.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 4.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 150 | 52.0 |
By Discretionary | ||
Discretionary | 1 | 18.5 |
Non-Discretionary | 149 | 33.5 |
Total | 150 | 52.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 52.0 | |
Total | 150 | 52.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
Morrison Fiduciary Advisors Inc
✚
|
PA | 0.1 |
Mtier Capital LLC
✚
|
NY | 0.1 |
Lighthouse Swiss Wealth Advisors AG
✚
|
0.1 | |
Bridges Capital LLC
✚
|
FL | 0.1 |
Capital Management Advisors Inc
✚
|
GA | 0.1 |
Ossia Investment Management LLC
✚
|
FL | 0.1 |
Oelschlager Investments LLC
✚
|
OH | 0.1 |
Scott Investment Partners LLP
✚
|
0.1 | |
Oak Crest Advisory LLC
✚
|
NY | 0.1 |