Investment adviser · CRD 157291

IRI INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Feb 9, 2012

Regulatory AUM
$53M
Form ADV · Item 5.F
Client accounts
8
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: Feb 9, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

8001 IRVINE CENTER DRIVE., SUITE 820
IRVINE, CA, 92618, United States

CRD 157291

Filing source

Form ADV 611538 · Feb 9, 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.