INVESTMENT RESOURCES CENTER
Firm details
- Headquarters
- PALATINE, Illinois
- CRD number
- 156996
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Investment Resources Center operates as an independent Registered Investment Advisor (RIA) and primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. Its client base consists mainly of individuals and families, and it employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm also engages in insurance brokerage activities, which adds another layer to its service offerings.
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 Equities50%
- Cash & Cash Equivalents30%
- US Government Bonds10%
- State & Local Bonds10%
Owners & executives
1 of 1CHETAN NOTARIA
Chief Executive ManagerCRD 2994089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALATINE, IL
COOK
Location
PALATINE, IL
Headquartered in PALATINE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 728 E Northwest Hwy
- Time zone
- CT (UTC-6)
- Office locations
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