INVESTMENT RESEARCH CORP
CRD #108208 SEC #801-8599 DENVER, CO 303-626-0634
SEC Registered
Total AUM
$63.4M
Discretionary
$20.2M
Employees
17
Clients
0
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $63.4M | $20.2M | $43.3M | 17 | 177 |
| Mar 2024 | $52M | $18.5M | $33.5M | 17 | 150 |
| Mar 2023 | $43.5M | $16.2M | $27.3M | 18 | 117 |
| Mar 2022 | $52.7M | $22.2M | $30.5M | 16 | 0 |
| Dec 2021 | $42.1M | $20.2M | $21.9M | 16 | 0 |
| Mar 2021 | $42.1M | $20.2M | $21.9M | 16 | 0 |
| Aug 2020 | $42.1M | $20.2M | $21.9M | 12 | 0 |
| Jun 2020 | $42.1M | $20.2M | $21.9M | 12 | 0 |
| May 2020 | $42.1M | $20.2M | $21.9M | 12 | 0 |
| Apr 2020 | $42.1M | $20.2M | $21.9M | 12 | 0 |
| Mar 2020 | $42.1M | $20.2M | $21.9M | 12 | 0 |
| Aug 2019 | $35.2M | $15.7M | $19.6M | 16 | 0 |
| Mar 2019 | $35.2M | $15.7M | $19.6M | 16 | 0 |
| Oct 2018 | $36.9M | $18M | $18.9M | 18 | 0 |
| Jun 2018 | $36.9M | $18M | $18.9M | 18 | 0 |
| Mar 2018 | $36.9M | $18M | $18.9M | 18 | 0 |
| Jan 2018 | $36.9M | $18M | $18.9M | 17 | 0 |
| Apr 2017 | $51.3M | $17.2M | $34.1M | 17 | 100 |
| Apr 2017 | $51.3M | $17.2M | $34.1M | 17 | 100 |
| Mar 2017 | $51.3M | $17.2M | $34.1M | 17 | 100 |
| Feb 2017 | $27.2M | $16.3M | $11M | 15 | 26 |
| Jan 2016 | $27.2M | $16.3M | $11M | 15 | 26 |
| May 2015 | $30.4M | $25.1M | $5.3M | 15 | 26 |
| Jan 2015 | $30.4M | $25.1M | $5.3M | 15 | 26 |
| Jan 2014 | $29M | $22.4M | $6.6M | 7 | 26 |
| Jan 2014 | $31.3M | $17.1M | $14.2M | 8 | 26 |
| Jul 2013 | $31.3M | $17.1M | $14.2M | 8 | 26 |
| Apr 2013 | $21.6M | $16.9M | $4.7M | 8 | 26 |
| Jan 2012 | $19.2M | $15.4M | $3.7M | 6 | 26 |
| Jun 2011 | $19.2M | $17.1M | $2.1M | 10 | -- |
| Jan 2011 | $19.2M | $17.1M | $2.1M | 10 | -- |
| Jan 2011 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Sep 2010 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Sep 2010 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Aug 2010 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Jul 2010 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Jul 2010 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Jul 2010 | $23.9M | $16.1M | $7.9M | 10 | -- |
| Mar 2010 | $18.9M | $18.8M | $37.4K | 10 | -- |
| Oct 2009 | $15.3M | $12M | $3.3M | 10 | -- |
| Mar 2008 | $23.5M | $23.5M | $0 | 10 | -- |
| Mar 2006 | $31.3M | $31.3M | $0 | 10 | -- |
| Apr 2004 | $34.2M | $34.2M | $0 | 10 | -- |
| Mar 2004 | $34.2M | $34.2M | $0 | 10 | -- |
| Jan 2004 | $22M | $22M | $0 | 10 | -- |
| Oct 2003 | $22M | $22M | $0 | 10 | -- |
DateMar 2025
Total AUM$63.4M
Discretionary$20.2M
Non-Disc.$43.3M
Employees17
Clients177
DateMar 2024
Total AUM$52M
Discretionary$18.5M
Non-Disc.$33.5M
Employees17
Clients150
DateMar 2023
Total AUM$43.5M
Discretionary$16.2M
Non-Disc.$27.3M
Employees18
Clients117
DateMar 2022
Total AUM$52.7M
Discretionary$22.2M
Non-Disc.$30.5M
Employees16
Clients0
DateDec 2021
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees16
Clients0
DateMar 2021
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees16
Clients0
DateAug 2020
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees12
Clients0
DateJun 2020
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees12
Clients0
DateMay 2020
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees12
Clients0
DateApr 2020
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees12
Clients0
DateMar 2020
Total AUM$42.1M
Discretionary$20.2M
Non-Disc.$21.9M
Employees12
Clients0
DateAug 2019
Total AUM$35.2M
Discretionary$15.7M
Non-Disc.$19.6M
Employees16
Clients0
DateMar 2019
Total AUM$35.2M
Discretionary$15.7M
Non-Disc.$19.6M
Employees16
Clients0
DateOct 2018
Total AUM$36.9M
Discretionary$18M
Non-Disc.$18.9M
Employees18
Clients0
DateJun 2018
Total AUM$36.9M
Discretionary$18M
Non-Disc.$18.9M
Employees18
Clients0
DateMar 2018
Total AUM$36.9M
Discretionary$18M
Non-Disc.$18.9M
Employees18
Clients0
DateJan 2018
Total AUM$36.9M
Discretionary$18M
Non-Disc.$18.9M
Employees17
Clients0
DateApr 2017
Total AUM$51.3M
Discretionary$17.2M
Non-Disc.$34.1M
Employees17
Clients100
DateApr 2017
Total AUM$51.3M
Discretionary$17.2M
Non-Disc.$34.1M
Employees17
Clients100
DateMar 2017
Total AUM$51.3M
Discretionary$17.2M
Non-Disc.$34.1M
Employees17
Clients100
DateFeb 2017
Total AUM$27.2M
Discretionary$16.3M
Non-Disc.$11M
Employees15
Clients26
DateJan 2016
Total AUM$27.2M
Discretionary$16.3M
Non-Disc.$11M
Employees15
Clients26
DateMay 2015
Total AUM$30.4M
Discretionary$25.1M
Non-Disc.$5.3M
Employees15
Clients26
DateJan 2015
Total AUM$30.4M
Discretionary$25.1M
Non-Disc.$5.3M
Employees15
Clients26
DateJan 2014
Total AUM$29M
Discretionary$22.4M
Non-Disc.$6.6M
Employees7
Clients26
DateJan 2014
Total AUM$31.3M
Discretionary$17.1M
Non-Disc.$14.2M
Employees8
Clients26
DateJul 2013
Total AUM$31.3M
Discretionary$17.1M
Non-Disc.$14.2M
Employees8
Clients26
DateApr 2013
Total AUM$21.6M
Discretionary$16.9M
Non-Disc.$4.7M
Employees8
Clients26
DateJan 2012
Total AUM$19.2M
Discretionary$15.4M
Non-Disc.$3.7M
Employees6
Clients26
DateJun 2011
Total AUM$19.2M
Discretionary$17.1M
Non-Disc.$2.1M
Employees10
Clients--
DateJan 2011
Total AUM$19.2M
Discretionary$17.1M
Non-Disc.$2.1M
Employees10
Clients--
DateJan 2011
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateSep 2010
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateSep 2010
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateAug 2010
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateJul 2010
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateJul 2010
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateJul 2010
Total AUM$23.9M
Discretionary$16.1M
Non-Disc.$7.9M
Employees10
Clients--
DateMar 2010
Total AUM$18.9M
Discretionary$18.8M
Non-Disc.$37.4K
Employees10
Clients--
DateOct 2009
Total AUM$15.3M
Discretionary$12M
Non-Disc.$3.3M
Employees10
Clients--
DateMar 2008
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees10
Clients--