Sign in
Create a free account
ADVISORY RESEARCH INC
CHICAGO, IL
312-565-1414
SEC #801-14172Total AUM
$991.3M
Employees
14Clients
444Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
180 N STETSON AVENUE
SUITE 5500
CHICAGO
IL 60601
United States
SUITE 5500
CHICAGO
IL 60601
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-565-1414
Financials
Total AUM
$991.3M
Accounts
444Discretionary
$988.7M
Accounts
436Non-Discretionary
$2.6M
Accounts
8
Clients
Individual Clients
275AUM
$100.8M
HNW Individual Clients
130AUM
$272.1M
Investment Company Clients
1AUM
$24.2M
Pooled Vehicle Clients
3AUM
$261.4M
Pension/Profit Sharing Plan Clients
3AUM
$1.7M
Charitable Organization Clients
14AUM
$127.6M
Corporation or Business Clients
18AUM
$203.4M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACOCTFLGAIDILLAMANENHNJNYTXVAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.