Advisory Research Inc.
Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $1,485,233,517 in 321 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,485MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$4,626,896
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, ID, IL, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TX, VA, WI
Christopher Bush (CRD# 5611587) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 12 years of experience in the finance industry.
Andrew Cupps (CRD# 1720505) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 28 years of experience in the finance industry.
Chris Davis (CRD# 3155497) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
Kevin Leitner (CRD# 2326966) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 26 years of experience in the finance industry.
David Smithwick (CRD# 3258365) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
Adam Steffanus (CRD# 4999907) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 16 years of experience in the finance industry.
Michael Valentinas (CRD# 4503068) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 19 years of experience in the finance industry.
Matthew Dougherty (CRD# 7284901) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Christopher Harvey (CRD# 4283983) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 21 years of experience in the finance industry.
Matthew Swaim (CRD# 6897938) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has 1 year of experience in the finance industry.