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
- HNWI40.64%
- Pension & Profit Sharing Plans31.02%
- Individuals28.34%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Investor Resources Inc. is a corporation focused on providing investment advisory services primarily to individuals and families. The firm specializes in portfolio management for small businesses and individuals, as well as offering pension consulting services. With a fee structure based on a percentage of assets under management, Investor Resources Inc. emphasizes a personalized approach to wealth management, catering to the unique needs of its clients.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2DONALD 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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