Investment Research Corp

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Assets, Funds, Holdings

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Investment Research Corp
CRD #108208
SEC #801-8599
CIK #
AUM $52.0 MM (2024-03-27)
Employees 17 (88% Investors, 76% Brokers)
Phone303-626-0634
Address1636 Logan Street
Denver, CO 80203
Source [IAPD] [Website]
Total AUM ($MM)
604836241202001200920172025
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
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