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| Keyboard |
| Investment Research Corp
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|---|---|
| CRD # | 108208 |
| SEC # | 801-8599 |
| CIK # | |
| AUM | 76.3 M (2026-03-30) |
| Employees | 21 (76% Investors, 71% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-626-0634 |
| Address | 1636 North Logan Street Denver, CO 80203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 39.2 |
| (b) Individuals (high net worth individuals) | 4 | 11.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 19.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.7 |
| (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 | 166 | 76.3 |
| By Discretionary | ||
| Discretionary | 1 | 19.9 |
| Non-Discretionary | 165 | 56.4 |
| Total | 166 | 76.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.3 | |
| Total | 166 | 76.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 166 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Revere Wealth Management LLC
✚
|
NY | 78.3 M |
|
Connective Wealth Partners LLC
✚
|
NY | 77.6 M |
|
Highland Consulting Associates International Inc
✚
|
OH | 76.6 M |
|
Weigel Fiduciary Asset Management
✚
|
76.1 M | |
|
Active Wealth Advisors LLC
✚
|
NJ | 75.4 M |
|
Kane Financial LLC
✚
|
NY | 75.2 M |
|
Tuttle Wealth Partners LLC
✚
|
75.1 M | |
|
Whalen Capital Inc
✚
|
WI | 75.1 M |
|
Financial Planning Associates LLC
✚
|
NY | 74.7 M |
|
RCN Wealth Advisors Inc
✚
|
74.5 M |