Michael
Throckmorton
Investment Research Corp
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About this Advisor
Michael Throckmorton is a certified financial planner and chartered financial consultant who works in Saint Clairsville, Ohio with a total of 3 years of relevant experience. Throckmorton is on the advisory team at Investment Research Corp. Throughout their career, Throckmorton has worked at Breiding Ins & Fin'L Srvs, Fosters Inc, Investment Research Corp, World Capital Brokerage, Inc/, Pfmichaels Financial Consultants, LLC, Its Asset Management, L.P and Investment Research Corporation. Throckmorton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio, Pennsylvania, South Carolina and West Virginia. Investment Research Corp is a registered investment firm operating out of Denver, CO. It handles $44 million in assets under management between its 117 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 117 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically are based on the type of services. Fees billed by Investment Research Corp most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Research Corp Brokerage Details
$43,527,085
18
117
$372,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Throckmorton Work History
Michael has been registered as a financial advisor for 3 years.*
Investment Research Corporation
Pfmichaels Financial Consultants, LLC
Fosters Inc
Its Asset Management, L.P
Investment Research Corp
World Capital Brokerage, Inc/
Breiding Ins & Fin'L Srvs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Throckmorton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Research Corp
Eatontown, NJ
Sammamish, WA
Denver, CO
Pittsburgh, PA
York, PA
Denver, CO
Denver, CO
Carlsbad, CA
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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