Investor Resources Inc
Firm details
- Headquarters
- Bothell, Washington
- CRD number
- 110766
- Website
- www.investorresourcesinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans38.69%
- Individuals32.27%
- HNWI29.04%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Investor Resources Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individuals and families, advising via a percentage-of-assets fee model. Its advisory scope centers on portfolio management for individuals and small businesses and it also lists pension consulting services among its activities. The adviser does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
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
- Non-Exchange Traded Equities59%
- Exchange Traded Equities28%
- Cash & Cash Equivalents13%
Contacts
2 of 2
Donald Creech
HostCRD 56876
Perry Sikes
Vice PresidentCRD 2605931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bothell, WA
Snohomish
Location
Bothell, WA
Headquartered in Bothell, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 22722 29th Dr Se
- Time zone
- PT (UTC-8)
- Office locations
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