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IDR INVESTMENT MANAGEMENT, LLC

3 Summit Park Drive
Suite 450
Independence, Ohio 44131
Tel: (216) 264-8185

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About IDR INVESTMENT MANAGEMENT, LLC

IDR INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as IDR INVESTMENT MANAGEMENT, LLC. The firm was established in 01/03/2017. They have over 1 offices throughout the country.

IDR INVESTMENT MANAGEMENT, LLC is a Independence, Ohio based Financial Planning firm with nearly $5,054,401,612 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#286208
SEC#801-108809
Assets Managed by Firm$5,054,401,612
No. of Clients6
No. of Advisors14

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$5,054,401,612
Pension and profit sharing plans1$1,117,918,770

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