Investment Research Corporation
Firm details
- Headquarters
- ,
- CRD number
- 115494
- Website
- invresearch.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.16%
- Pension & Profit Sharing Plans25.94%
- Individuals3.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investment Research Corporation is a Minnesota-based corporate RIA that operates as a non-independent, retail advisory firm under individual ownership. The firm provides portfolio management for individuals and small businesses and also conducts insurance brokerage activity. Its client mix includes individual and family clients as well as some institutional relationships. Investment Research Corporation charges fees based on a percentage of assets under management and does not position itself as an ESG-focused adviser.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Donald Maccallum
OwnerCRD 315640
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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