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 advisory firm organized as a corporation and owned by an individual. The firm advises individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. The firm is state-registered in Arizona and Washington and does not identify itself as an ESG-focused allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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