International Research & Asset Management Inc is a large advisory firm based in Dallas. It manages $370.49 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
International Research & Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of International Research & Asset Management Inc is $370.49 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay International Research & Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of James Ronald Reid is individuals with 78 clients and $240.82 million of assets under management. Among the 9 most similar advisory firms, International Research & Asset Management has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $370.49 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
International Research & Asset Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Ronald Reid has been acting as President since 1 Sep 1987. Brett Derek Anderson joined the executive team most recently as the Cco.
The principal office where International Research & Asset Management Inc performs its advisory services is located at 2301 Cedar Springs Ste 150, Dallas, TX 75201 7801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [214] 754-0770 or by fax [214] 754-0771. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at intlresearch.com.