International Discount Investors
Firm details
- Headquarters
- ,
- CRD number
- 110167
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.78%
- Individuals26.19%
- Corporations / Businesses0.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
International Discount Investors is a small corporate-structured advisory firm owned by an individual and positioned to serve both individual & family and institutional clients. Its primary advisory activity is portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also uses fixed fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not characterized as a capital allocator in the available data.
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 Funds63%
- Exchange Traded Equities24%
- US Government Bonds13%
Owners & executives
1 of 1Charles Yurick
President and COOCRD 1222103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Amida Wealth Advisors, LLC
RIAMiami, FL
Magnifina, LLC
RIABedford Hills, NY
Wealthbuilders, LLC
RIACarlsbad, CA
B.E.S.T. Wealth Management LLC
RIASaint Louis, MO
Fogel Investment Advisory Group, Inc.
RIAProvident Wealth Management
RIABurlington, NC