Investor Resources Inc
RIAState Registered
Total AUM
$18.4M
Discretionary
$18.4M
100% of AUM
Avg account
$921K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128722
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Investor Resources Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fees are charged as a percentage of assets under management and, in some cases, on an hourly basis. The firm does not self-identify as an active ESG investor and is not classified as a multi‑state adviser in the provided data.
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
- Public Funds/Mutual Funds62%
- US Government Bonds19%
- Exchange Traded Equities11%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
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
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