RIA Intelligence

IRI INVESTMENT, LLC

CRD #114699 SEC #801-60615 IRVINE, CA 949-910-1112
SEC Registered
Total AUM
$55M
Discretionary
$55M
Employees
5
Clients
10
Accounts
8

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 16, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DICTEROW, STEVEN, MICHAELIMANAGERC Control
DICTEROW, STEVEN, MICHAELIMANAGERC Control
DICTEROW, STEVEN, MICHAELIMANAGERC Control
DICTEROW, STEVEN, MICHAELIMANAGERC Control
DICTEROW, STEVEN, MICHAELIMANAGERC Control
DICTEROW, STEVEN, MICHAELIMANAGERC Control
DICTEROW, STEVEN, MICHAELIMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
HOWARD, GARY, R.IMANAGERC Control
ROSS, GARY, BERNARDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
ROSS, GARY, BERNARDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
ROSS, GARY, BERNARDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
ROSS, GARY, BERNARDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
ROSS, GARY, BERNARDIMANAGERC Control
ROSS, GARY, BERNARDIMANAGER/CHIEF COMPLIANCE OFFICERC Control
ROSS, GARY, BERNARDIMANAGER/CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 16, 2011 REGISTERED

Notice Filings (3)

CA OH TX

Address

8001 IRVINE CENTER DRIVE
SUITE 820
IRVINE, CA 92618
United States
Phone: 949-910-1112