I
$18.4M Total AUM
$18.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-1996
- Office Locations
- 1
Office Locations
-- Boston MA
About Investor Resources INC
Investor Resources, Inc. is a Massachusetts-registered RIA providing financial planning and helping retail clients select portfolios managed by third-party advisers. The firm emphasizes portfolio construction and asset allocation, using public funds, ETFs, and fixed income exposures, with custody support that includes Charles Schwab. Its website is maintained for regulatory disclosure only (no client portal or interactive tools).
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$920.7K AVG AUM / CLIENT
30.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT JOSEPH HURLEY
Consultant, President
- CRD
- #868799
- 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 | $18,414,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,414,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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