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Building 2INVESTMENT RESEARCH PARTNERS

Map pinLEMONT, PA
Phone814-966-7206
NotebookSEC #801-116836
Total AUM
$512.4M
Employees
6
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801-1 PIKE STREET
LEMONT
PA 16851
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
814-966-7206
Other Offices
6

ReceiptFinancials

Total AUM
$512.4M
Accounts
799
Discretionary
$427.3M
Accounts
796
Non-Discretionary
$85.1M
Accounts
3

ContactClients

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Pooled Vehicle Clients
3
AUM
$85.1M
Investment Advisor Clients
1
AUM
$427.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING; BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLGANYPAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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