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
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