Investment adviser · CRD 116963

FINANCIAL RESEARCH, INC.

Investment adviser filing (IA)

ISSAQUAH, WA, United States · Form ADV filed Jun 25, 2012

Regulatory AUM
$70.5M
Form ADV · Item 5.F
Client accounts
60
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1605 NW SAMMAMISH ROAD, SUITE 250
ISSAQUAH, WA, 98027, United States

CRD 116963

Filing source

Form ADV 655542 · Jun 25, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.