I
CRD: 156996
Investment Resources Center
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2012
- Office Locations
- 1
Office Locations
728 East Northwest Highway Suite 300 Palatine IL
About Investment Resources Center
Investment Resources Center is a Palatine-based RIA. The firm has been operating for 14 years. Managing $6.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$122.4K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHETAN R NOTARIA
Broker
- CRD
- #2994089
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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