Mark
Manber

Investment Research Corp

CRD#1452067
Investment Advisor
in Kingwood, TX

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About this Advisor

Mark Manber is a financial advisor based in Kingwood, Texas, working with Investment Research Corp. Mark has previously held positions at World Capital Brokerage, Inc, United Air Lines, and Investment Research Corp. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, North Carolina, Oregon, Texas, and Virginia. Currently, Mark is part of Investment Research Corp, which operates out of Kingwood, Texas. The firm has 17 employees and manages assets totaling $52.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Investment Research Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 Northpark Plaza Drive #1212
Kingwood, TX 77339

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Investment Research Corp Brokerage Details

Total Assets Under Management

$52,021,890

TX Average: $2,349,664,866
Total Number of Employees

17

TX Average: 28
Total Number of Accounts

150

TX Average: 1,101
Average Account Size

$346,813

TX Average: $2,134,119

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

Mark Manber Work History

2017 - Present (8 years)

Investment Research Corp

2007 - Present (18 years)

World Capital Brokerage, Inc

1997 - Present (28 years)

United Air Lines

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Disclosures

Please visit the SEC profile of Mark Manber 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

Matthew Raves
Lago Vista, TX
Phillip Horton
Jacksonville, FL
Todd Smith
Denver, CO
Michael Summers
York, PA
Brian Regan
Pittsburgh, PA
Jason Anderson
Denver, CO
Paul Foster
Denver, CO
Wayne Corcoran
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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