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| Investors Research Corporation
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|---|---|
| CRD # | 132022 |
| SEC # | 801-64349 |
| CIK # | 0001730630 |
| AUM | $432.3 MM (2023-03-22) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 404-968-9348 |
| Address | 3050 Peachtree Road NW Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 3.8 | |
| AAPL | 2,382,844.0 | 2.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 71.6 |
| (b) Individuals (high net worth individuals) | 118 | 335.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 4.9 |
| (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 | 20.6 |
| (n) Other | 0 | 0.0 |
| Total | 891 | 432.3 |
| By Discretionary | ||
| Discretionary | 848 | 420.2 |
| Non-Discretionary | 43 | 12.1 |
| Total | 891 | 432.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 431.9 | |
| Total | 891 | 432.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001730630] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grant/Grossmendelsohn LLC
✚
|
MD | 0.4 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.4 |
|
Clune & Associates
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|
IL | 0.4 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.4 |
|
Heron Financial Group LLC
✚
|
NY | 0.4 |
|
Austin Wealth Management LLC
✚
|
TX | 0.4 |
|
The August Group Capital Limited
✚
|
0.4 | |
|
JVL Associates LLC
✚
|
MI | 0.4 |
|
Vantage Financial Partners LLC
✚
|
WI | 0.4 |
|
Atlas Brown Inc
✚
|
KY | 0.4 |