INVESTMENT RESEARCH PARTNERS

801-1 Pike Street
Lemont, Pennsylvania 16851
Tel: 814-966-7206

About INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS, formally registered with the SEC as INVESTMENT RESEARCH PARTNERS. The firm was established in 06/24/2019. They have over 1 offices throughout the country.

INVESTMENT RESEARCH PARTNERS is a Lemont, Pennsylvania based Financial Planning firm with nearly $300,801,708 assets under management, offering retirement planning & investment advisory services to 605 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304315
SEC#	801-116836
Assets Managed by Firm	$300,801,708
No. of Clients	605
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FINANCIAL CONSULTING; BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	605	$300,801,708
Other investment advisers	Fewer than 5 clients	$227,629,535

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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