Overview
Assets Under Management: $1.1 billion
Headquarters: MEDIA, PA
High-Net-Worth Clients: 46
Average Client Assets: $1.2 million
Frequently Asked Questions
INR ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136996), INR ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
INR ADVISORY SERVICES, LLC is headquartered in MEDIA, PA.
INR ADVISORY SERVICES, LLC serves 46 high-net-worth clients according to their SEC filing dated March 01, 2018. View client details ↓
According to their SEC Form ADV, INR ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INR ADVISORY SERVICES, LLC manages $1.1 billion in client assets according to their SEC filing dated March 01, 2018.
According to their SEC Form ADV, INR ADVISORY SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.18%
Average Client Assets: $1.2 million
Total Client Accounts: 922
Discretionary Accounts: 922
Regulatory Filings
CRD Number: 136996
Filing ID: 1169340
Last Filing Date: 2018-03-01 10:03:00