Investment Research Corp

Investment Research Corp (CRD# 108208) is a financial advisory firm headquartered in Denver, CO. They manage $36,904,384 in 168 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $219,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, PA, TX, VA, WA, WV

Financial Advisors at Investment Research Corp
Showing 1 - 10 of 15 top financial advisors.
1
Joseph M. Costello
CRD#: 54917
1636 Logan Street, Denver, CO 80203
96
Wealthminder
score

Joseph Costello (CRD# 54917) is an Investment Advisor Representative working at Investment Research Corp in Denver, CO and has over 18 years of experience in the finance industry. Joseph Costello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael V. Summers
CRD#: 1303835
105 Leader Heights Road, Suite 100, York, PA 17403
96
Wealthminder
score

Michael Summers (CRD# 1303835) is an Investment Advisor Representative working at Investment Research Corp in York, PA and has over 33 years of experience in the finance industry. Michael Summers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Throckmorton
CRD#: 4545382
252 W. Main St., Suite B, Saint Clairsville, OH 43950
96
Wealthminder
score

Michael Throckmorton (CRD# 4545382) is an Investment Advisor Representative working at Investment Research Corp in Saint Clairsville, OH and has over 14 years of experience in the finance industry. Michael Throckmorton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John E. Weidner
CRD#: 1932986
Colorado Springs, CO
96
Wealthminder
score

John Weidner (CRD# 1932986) is an Investment Advisor Representative working at Investment Research Corp in Colorado Springs, CO and has over 22 years of experience in the finance industry.

5
Paul W. Foster
CRD#: 4715248
252 W. Main St., Suite B, Saint Clairsville, OH 43950
93
Wealthminder
score

Paul Foster (CRD# 4715248) is an Investment Advisor Representative working at Investment Research Corp in Saint Clairsville, OH and has over 10 years of experience in the finance industry.

6
Byron K. Leong
CRD#: 2323078
Pearl City, HI
93
Wealthminder
score

Byron Leong (CRD# 2323078) is an Investment Advisor Representative working at Investment Research Corp in Pearl City, HI and has over 24 years of experience in the finance industry.

7
Mark D. Manber
CRD#: 1452067
150 Northpark Plaza Drive, #1212, Kingwood, TX 77339
93
Wealthminder
score

Mark Manber (CRD# 1452067) is an Investment Advisor Representative working at Investment Research Corp in Kingwood, TX and has over 22 years of experience in the finance industry.

8
Brian J. Regan
CRD#: 1554007
Pittsburgh, PA
93
Wealthminder
score

Brian Regan (CRD# 1554007) is an Investment Advisor Representative working at Investment Research Corp in Pittsburgh, PA and has over 31 years of experience in the finance industry.

9
Timothy E. Taggart
CRD#: 1075525
,
93
Wealthminder
score

Timothy Taggart (CRD# 1075525) is an Investment Advisor Representative working at Investment Research Corp in , and has over 21 years of experience in the finance industry.

10
Mark S. Gregory
CRD#: 2308410
Grand Rapids, MI
83
Wealthminder
score

Mark Gregory (CRD# 2308410) is an Investment Advisor Representative working at Investment Research Corp in Grand Rapids, MI and has over 25 years of experience in the finance industry.

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