Overview
Assets Under Management: $391 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 34
Average Client Assets: $5.4 million
Frequently Asked Questions
INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC 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 #105372), INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC is headquartered in DALLAS, TX.
INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC serves 34 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC manages $391 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, INTERNATIONAL RESEARCH & ASSET MANAGEMENT INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.23%
Average Client Assets: $5.4 million
Total Client Accounts: 106
Non-Discretionary Accounts: 106
Regulatory Filings
CRD Number: 105372
Filing ID: 1200133
Last Filing Date: 2018-03-28 10:24:00