Advisory Research Inc.
Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $641,611,380 in 284 accounts and serve the financial needs of clients across 16 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management642MILLION
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Total Number of Accounts284ACCOUNTS
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Average Account Value$2,259,195
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, GA, ID, IL, LA, MA, NE, NH, NJ, NY, TX, VA, WI
Financial Advisors at Advisory Research Inc.
No Advisor Found.
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