Overview
Assets Under Management: $578 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 146
Average Client Assets: $3 million
Frequently Asked Questions
INVESTORS RESEARCH CORPORATION 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 #132022), INVESTORS RESEARCH CORPORATION is subject to fiduciary duty under federal law.
INVESTORS RESEARCH CORPORATION is headquartered in ATLANTA, GA.
INVESTORS RESEARCH CORPORATION serves 146 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, INVESTORS RESEARCH CORPORATION offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INVESTORS RESEARCH CORPORATION manages $578 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, INVESTORS RESEARCH CORPORATION 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
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,012
Discretionary Accounts: 968
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 132022
Last Filing Date: 2025-02-13 00:00:00
Website: https://ircwealth.com