ADVISORY RESEARCH INC

180 N Stetson Avenue
Suite 5500
Chicago, Illinois 60601
Tel: 312-565-1414

About ADVISORY RESEARCH INC

ADVISORY RESEARCH INC, formally registered with the SEC as ADVISORY RESEARCH INC. The firm was established in 11/07/1978. They have over 1 offices throughout the country.

ADVISORY RESEARCH INC is a Chicago, Illinois based Financial Planning firm with nearly $641,611,380 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108254
SEC#	801-14172
Assets Managed by Firm	$641,611,380
No. of Clients	284
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	284	$641,611,380
Individuals (other than high net worth individuals)	175	$72,475,429
High net worth individuals	69	$150,899,694
Pension and profit sharing plans	3	$4,010,188
Charitable organizations	12	$115,883,741
Corporations or other businesses	22	$177,376,660

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