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).
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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
- 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
CA, CO, CT, FL, GA, ID, IL, LA, MA, NE, NH, NJ, NY, TX, VA, WI
Adam Steffanus (CRD# 4999907) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 18 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 21 years 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 23 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.
Bruce Zessar (CRD# 4843114) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 19 years of experience in the finance industry.