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| Happy Holidays!! thanks for using AUM13F!! |
| Investors Research Corporation
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|---|---|
| CRD # | 132022 |
| SEC # | 801-64349 |
| CIK # | 0001730630 |
| AUM | $578.2 M (2025-02-13) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 404-968-9348 |
| Address | 3050 Peachtree Road NW Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.6 | ||
| Apple Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 80.5 |
| (b) Individuals (high net worth individuals) | 146 | 466.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 23.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,012 | 578.2 |
| By Discretionary | ||
| Discretionary | 968 | 551.0 |
| Non-Discretionary | 44 | 27.2 |
| Total | 1,012 | 578.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 578.2 | |
| Total | 1,012 | 578.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730630] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rowling & Associates LLC
✚
|
CA | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
East End Financial Group Inc
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|
NY | 0.6 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.6 |
|
EWG Elevate Inc
✚
|
CA | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
Wealth Care LLC
✚
|
0.6 | |
|
TLWM LLC
✚
|
TX | 0.6 |
|
Montag & Caldwell LLC
✚
|
GA | 0.6 |
|
Northeast Advisers Inc
✚
|
PA | 0.6 |