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Building 2IRI INVESTMENT ADVISORS, LLC

Map pinIRVINE, CA
Phone949-910-1112
NotebookSEC #801-72286
Total AUM
$53M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8001 IRVINE CENTER DRIVE.
SUITE 820
IRVINE
CA 92618
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
949-910-1112

ReceiptFinancials

Total AUM
$53M
Accounts
8
Discretionary
$53M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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