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IRI INVESTMENT, LLC
IRVINE, CA
949-910-1112
SEC #801-60615Total AUM
$55M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8001 IRVINE CENTER DRIVE
SUITE 820
IRVINE
CA 92618
United States
SUITE 820
IRVINE
CA 92618
United States
Operating Hours
8:00 A.M. - 5:00 P.M. PST
Monday - Friday
Monday - Friday
Phone
949-910-1112
Financials
Total AUM
$55M
Accounts
8Discretionary
$55M
Accounts
8Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.