Investor Resources Inc (Port Orchard)

Investor Resources Inc is an adviser based in Port Orchard. It manages $37.45 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and Washington.

Investor Resources provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars and workshops, and qualified retirement plan trustee support; and limited consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investor Resources: assets under management

The assets under management (AUM) of Investor Resources Inc is $37.45 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.28 million in discretionary accounts and $11.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investor Resources Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investor Resources Inc

Donald Gaylen Creech has been acting as President since 1 Jun 1990. Perry Thomas Sikes Jr joined the executive team most recently as the Vice President.

Direct owners and executive officers

Based in Port Orchard

The principal office where Investor Resources Inc performs its advisory services is located at 691 Bethel Ave, Port Orchard, WA 98366 The mailing address of the firm is P O Box 759, Port Orchard, WA 98366 0759. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-895-9119 or by fax 360-895-9121. The normal business hours are 9am-5pm except fri.-12:30 pm close on Monday - Friday. You can find more information about the New York firm at www.investorresourcesinc.com.

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