Investment Research Partners
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Overview
Investment Research Partners operates as a financial advisor company headquartered in Lemont, Pennsylvania. The company administers $276.2 million in total assets throughout 530 customer accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Investment Research Partners does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as equities, options and bonds.
Investment Research Partners oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction judgments for the client's account without requiring the customer's consent. The firm manages an average of $521,164 for every account. The average financial advisor at Investment Research Partners administers about 133 client accounts.
The firm's central office is at 801-1 Pike Street, Lemont, Pennsylvania 16851. Investment Research Partners is registered to provide services to customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Investment Research Partners by the Numbers
$276.2 million
7
530
$521.2 thousand
Fee Structure
Fees charged by financial advisors usually vary depending on which services are offered. Fee types billed by the company most likely include some combination of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Investment Research Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its 530 customers, Investment Research Partners's biggest client is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Investment Research Partners does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Investment Research Partners
Lemont, PA
Lemont, PA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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