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DRI CAPITAL (US), INC.
101 Jfk Parkway, 3rd Floor
Suite 3
Short Hills, New Jersey 07078
Tel: 908-577-2968
About DRI CAPITAL (US), INC.
DRI CAPITAL (US), INC, formally registered with the SEC as DRI CAPITAL (US), INC. The firm was established in 01/04/2021. They have over 3 offices throughout the country.
DRI CAPITAL (US), INC. is a Short Hills, New Jersey based Financial Planning firm with nearly $551,707,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311678 |
| SEC# | 801-120083 |
| Assets Managed by Firm | $551,707,000 |
| No. of Clients | 1 |
| No. of Advisors | 6 |
Fee Structure
- Other (COMPENSATED BASED ON COSTS INCURRED PLUS MARGIN)
Advisory Services Provided
- Other (INVESTMENT ADVICE TO OTHER INVESTMENT ADVISER)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $551,707,000 |
| Other investment advisers | Fewer than 5 clients | $551,707,000 |
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