IDR INVESTMENT MANAGEMENT, LLC

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

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 Status	Approved
Firm CRD#	286208
SEC#	801-108809
Assets Managed by Firm	$5,054,401,612
No. of Clients	6
No. of Advisors	14

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 Clients	AUM
Firm Total	6	$5,054,401,612
Pension and profit sharing plans	1	$1,117,918,770

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