Falists
← Back to search

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS LLC

CRD 304315 · SEC 801-116836

Visit website

801-1 PIKE STREET, LEMONT, PA, 16851, United States

Phone

814-966-7206

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$512.4M

Discretionary AUM

$427.3M

Team

6 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING; BUSINESS CONSULTING

Client types

TypeClientsAUM
Pooled investment vehicles3$85.1M

States served

GA, NY, PA, VA, FL

All web addresses on file

Official SEC filing: View on IAPD