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Building 2INVESTOR RESOURCES INC

Map pinPORT ORCHARD, WA
Phone360-895-9119
NotebookSEC #801-38059
Total AUM
$37.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
691 BETHEL AVE
SUITE B
PORT ORCHARD
WA 98366
United States
Operating Hours
9AM-5PM EXCEPT FRI.-12:30 PM CLOSE
Monday - Friday
Phone
360-895-9119

ReceiptFinancials

Total AUM
$37.4M
Accounts
122
Discretionary
$26.3M
Accounts
113
Non-Discretionary
$11.2M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
QUALIFIED RETIREMENT PLAN TRUSTEE SUPPORT; AND LIMITED CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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