Discovery Investment Research LLC
RIASEC & State Registered
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$583K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337737
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.1%
- Individuals8.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Discovery Investment Research LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based portfolio management, charging either a percentage of assets under management or fixed fees. Its advisory mandate covers discretionary portfolio management for individuals and small businesses as well as for business and institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations