International Discount Investors

RIASEC Registered
Total AUM
$53.9M
Discretionary
$53.9M
100% of AUM
Avg account
$388K
Accounts
139
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
110167
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI73.78%
  • Individuals26.19%
  • Corporations / Businesses0.03%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

International Discount Investors is a small corporate-structured advisory firm owned by an individual and positioned to serve both individual & family and institutional clients. Its primary advisory activity is portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also uses fixed fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not characterized as a capital allocator in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Exchange Traded Equities 24%, US Government Bonds 13%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities24%
  • US Government Bonds13%

Owners & executives

1 of 1
  • Charles Yurick

    President and COOCRD 1222103

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth