FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
CRD #115416 SEC #801-61949 CORALVILLE, IA 319-339-0314
SEC Registered
Total AUM
$66.2M
Discretionary
$66.2M
Employees
5
Clients
--
Accounts
395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2014 | $66.2M | $66.2M | $0 | 5 | 400 |
| Jul 2014 | $66.2M | $66.2M | $0 | 5 | 400 |
| Jul 2014 | $66.2M | $66.2M | $0 | 5 | 400 |
| Jul 2014 | $66.2M | $66.2M | $0 | 5 | 400 |
| May 2014 | $66.2M | $66.2M | $0 | 5 | 400 |
| Mar 2014 | $66.2M | $66.2M | $0 | 5 | 400 |
| Mar 2013 | $59.7M | $59.7M | $0 | 7 | 300 |
| Mar 2012 | $53.9M | $53.9M | $0 | 1 | 400 |
| Aug 2011 | $62.6M | $62.6M | $0 | 5 | -- |
| Jun 2011 | $62.6M | $62.6M | $0 | 5 | -- |
| Feb 2011 | $62.6M | $62.6M | $0 | 5 | -- |
| Jul 2010 | $53.1M | $53.1M | $0 | 10 | -- |
| Jul 2010 | $53.1M | $53.1M | $0 | 10 | -- |
| Mar 2007 | $57.3M | $57.3M | $0 | 10 | -- |
| Mar 2006 | $53.7M | $53.7M | $0 | 5 | -- |
| Aug 2004 | $34.2M | $34.2M | $0 | 5 | -- |
| May 2004 | $34.2M | $34.2M | $0 | 5 | -- |
DateSep 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients400
DateJul 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients400
DateJul 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients400
DateJul 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients400
DateMay 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients400
DateMar 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees7
Clients300
DateMar 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients400
DateAug 2011
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$53.1M
Discretionary$53.1M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$53.1M
Discretionary$53.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$57.3M
Discretionary$57.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--