Income Research + Management

RIASEC RegisteredEst. 1987

Total AUM

$131B

Discretionary

$130B

100% of AUM

Avg account

$83.8M

Accounts

1,559

Employees

218

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 104863
Registered since: May 1, 1987
Website: www.incomeresearch.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Charitable Organizations19.78%
Pooled Investment Vehicles18.89%
Pension & Profit Sharing Plans18.67%
Insurance Companies16.8%
State / Municipal Government13.63%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Income Research + Management is a long-established, SEC-registered corporate adviser (registered in 1987) that manages portfolios for both individual/family clients and institutions. The firm operates on a percentage-of-assets fee model and focuses on portfolio management across several client types: individuals and small businesses, pooled vehicles, investment companies, and institutional entities. Its publicly disclosed filings indicate a strong tilt toward fixed-income investing and the firm identifies as an active ESG investor. Ownership is recorded as a domestic entity/individual rather than a large public parent or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Investment Grade Corp Bonds42%
US Government Bonds35%
Other13%
State & Local Bonds7%
Cash & Cash Equivalents1%

Owners & executives

3 of 8

William Omalley
Chief Executive Officer and Co-Chief Investment OfficerCRD 1859293
Richard Kizik
Chief Compliance OfficerCRD 4919465
James Gubitosi
Co-Chief Investment OfficerCRD 6529313