I
CRD: 110167
International Discount Investors
Dandridge, TN
8652124333
$53.9M Total AUM
$53.9M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2004
- Office Locations
- 1
Office Locations
4814 OLD Kingston Pike Knoxville TN
About International Discount Investors
International Discount Investors is a Dandridge-based RIA. The firm has been operating for 22 years. Managing $53.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$53.9M AVG AUM / ADVISOR
$804.2K AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Unison fusion Vertex
Client Personas
Wave horizon
Investment Themes
Vital frontier
Investment Vehicles
Vital
Services
Pathway pioneer Horizon wave Vector Peak
Owner & Executives
C
CHARLES EDWARD YURICK
Chief Compliance Officer, President
- CRD
- #1222103
- Ownership
- 75% or more
(533) 534-5688
momentum.element@wavecapital.com
in linkedin.com/in/atlas-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,879,447 | $129,739 |
| Non-Discretionary | $0 | $173,129 |
| Total | $53,879,447 | $133,529 |
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Separately Managed Accounts
Total SMA Asset: $53,879,447
Public Funds:
38.0% Equity - Exchange:
35.8% U.S. Government/Agency:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,030,496,237 | 38.0% |
| Equity - Exchange | $1,912,941,191 | 35.8% |
| U.S. Government/Agency | $1,399,973,721 | 26.2% |
| Total | $5,343,411,149 | 100.0% |