Investment Research Corp

Investment Research Corp (CRD# 108208) is a financial advisory firm headquartered in Denver, CO. They manage $52,021,890 in 150 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
1636 Logan Street, Denver, CO 80203
http://www.invresearch.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $346,813
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
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, OR, PA, SC, TX, UT, VA, WA, WV

Financial Advisors at Investment Research Corp
Showing 11 - 11 of 11 top financial advisors.
11
Joe Zimmerman, financial advisor Houston TX
Joe M. Zimmerman
CRD#: 4166741
Houston, TX

Joe Zimmerman (CRD# 4166741) is an Investment Advisor Representative working at Investment Research Corp in Houston, TX and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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