Discovery Investment Research LLC
Firm details
- Headquarters
- ,
- CRD number
- 337737
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.1%
- Individuals8.9%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Discovery Investment Research LLC is a small, LLC-structured advisory firm that provides discretionary portfolio management to both individuals/small businesses and to businesses or institutional clients. Its filing classifies the adviser as unclassified and does not identify an owner type or related adviser relationships. The firm charges either a percentage of assets under management or fixed fees, and its ADV flags that it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and does not act as a capital 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
- Exchange Traded Equities93%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Contacts
1 of 1
James Gentrup
AnalystCRD 1752016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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