Andrew
Pravlik
Investment Research Corp
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About this Advisor
Andrew Pravlik is a financial advisor operating out of Sammamish, Washington. Pravlik works at Investment Research Corp. The advisor has gained experience at Prospera Financial Services, Inc, Coastal Equities, Inc, Pittsburgh Wealth Management Group, Coastal Investment Advisors, Inc, World Capital Brokerage, Inc, Investment Research Corporation and Pittsburgh Financial Group. Pravlik holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Pennsylvania. Investment Research Corp is a registered investment company headquartered in Denver, CO. It manages $44 million in assets under management across its 117 customer accounts, placing it among the smaller firms in the country by assets under management. Of its 117 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets. Investment Research Corp has a number 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 management largely depend on which services are offered. However, fee types billed by Investment Research Corp likely include some combination 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
Andrew Pravlik Work History
Andrew has been registered as a financial advisor for 0 years.*
World Capital Brokerage, Inc
Investment Research Corporation
Pittsburgh Financial Group
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Prospera Financial Services, Inc
Pittsburgh Wealth Management Group
*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 Andrew Pravlik 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
York, PA
Pittsburgh, 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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