CRD: 115494
Investment Research Corporation
St. Michael, MN
2182863004
$87.0M Total AUM
$87.0M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2007
- Office Locations
- 1
Office Locations
-- St. Michael MN
About Investment Research Corporation
Investment Research Corporation is a St. Michael-based RIA. The firm has been operating for 18 years. Managing $87.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$87.0M AVG AUM / ADVISOR
$988.3K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Open the full profile to inspect shifts in matrix foundation.
Unlock to see real insight on timber capital alpha.
Unlock to compare peer behavior around catalyst north.
Upgrade to reveal position-level detail across atlas vector.
Request access to benchmark trends tied to radial delta.
Full visibility includes strategy notes for delta meridian.
See the complete signal summary connected to zenith.
Unlock to compare peer behavior around pathway vertex.
Asset Classes
Catalyst pathway Alpha Frontier Glacier
Client Personas
North radial
Investment Themes
Atlas
Investment Vehicles
Delta beacon Eagle pioneer
Services
Focus North foundation Oak Pathway
Owner & Executives
D
DONALD BRUCE MACCALLUM
Chief Compliance Officer, President
- CRD
- #315640
- Ownership
- 75% or more
(904) 843-6255
prime.matrix@peakcapital.com
in linkedin.com/in/quantum-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,968,452 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,968,452 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $86,968,452
Equity - Exchange:
49.6% Cash:
50.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,952,735,724 | 49.6% |
| Cash | $4,016,489,525 | 50.4% |
| Total | $7,969,225,249 | 100.0% |