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INVESTOR RESOURCES INC
CRD 110766 · SEC 801-38059
22722 29TH DRIVE SE, SUITE 100, BOTHELL, WA, 98021, United States
Phone
360-895-9119
Fax
360-895-9121
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$49.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-08-18
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $14.1M |
| High net worth individuals | 18 | $20.2M |
All web addresses on file
Official SEC filing: View on IAPD