IRUS ADVISORY CORPORATION
Firm details
- Headquarters
- LEVITTOWN, Pennsylvania
- CRD number
- 119140
- Website
- www.irus.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Irus Advisory Corporation is a small, individually owned corporate advisory practice that operates as a capital allocator and adviser conduit rather than a large discretionary asset manager. The firm combines advisory services — financial planning, pension consulting and the selection of other advisers — with broker-dealer registered representative activity and insurance brokerage. That mix suggests the business model leans on delivering advice and structuring client relationships while directing capital to external managers and product providers. Investment activity is oriented toward third-party solutions: the firm uses mutual funds for public market exposure and allocates to external real estate managers for alternative exposure. Irus Advisory is not an active ESG investor and is not positioned as a multi-state adviser. Its fee menu includes percentage of AUM, hourly charges and fixed fees, which indicates flexibility to serve fee-based planning clients in addition to brokerage or insurance relationships.
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
Contacts
1 of 1FRANCESCO SPEZZANO
President and OwnerCRD 804812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEVITTOWN, PA
BUCKS
Location
LEVITTOWN, PA
Headquartered in LEVITTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 28 Vestry Ln
- Time zone
- ET (UTC-5)
- Office locations
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