INVESTMENT CONSULTING & RESEARCH INC.
CRD #115096 SEC #801-62404 CENTERVILLE, OH 937-433-2735
SEC Registered
Total AUM
$38.3M
Discretionary
$26.3M
Employees
5
Clients
0
Accounts
667
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALSER, FRED, EDWARD | I | CEO | E | Control |
| BALSER, FRED, EDWARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALSER, FRED, EDWARD | I | CEO | E | Control |
| BALSER, FRED, EDWARD | I | CEO | E | Control |
Registrations
Federal
IA
Sep 29, 2005 REGISTERED
Notice Filings (2)
KY OH
Address
7973 WASHINGTON WOODS DR.CENTERVILLE, OH 45459
USA
Phone: 937-433-2735