RIA Intelligence

IRI INVESTMENT ADVISORS, LLC

CRD #157291 SEC #801-72286 IRVINE, CA 949-910-1112
SEC Registered
Total AUM
$45M
Discretionary
$45M
Employees
1
Clients
1
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 2, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ROSS, GARY, BERNARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Dec 2, 2011 REGISTERED

Notice Filings (1)

CA

Address

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