IRUS ADVISORY CORPORATION

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
LEVITTOWN, Pennsylvania
CRD number
119140
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Irus Advisory Corporation is a small, individually owned corporate advisory practice that operates as a capital allocator and adviser conduit rather than a large discretionary asset manager. The firm combines advisory services — financial planning, pension consulting and the selection of other advisers — with broker-dealer registered representative activity and insurance brokerage. That mix suggests the business model leans on delivering advice and structuring client relationships while directing capital to external managers and product providers. Investment activity is oriented toward third-party solutions: the firm uses mutual funds for public market exposure and allocates to external real estate managers for alternative exposure. Irus Advisory is not an active ESG investor and is not positioned as a multi-state adviser. Its fee menu includes percentage of AUM, hourly charges and fixed fees, which indicates flexibility to serve fee-based planning clients in addition to brokerage or insurance relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • FRANCESCO SPEZZANO

    President and OwnerCRD 804812

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEVITTOWN, PA

BUCKS

Location

LEVITTOWN, PA

Headquartered in LEVITTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
28 Vestry Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth