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Iri Investment, LLC (Irvine)


Iri Investment, LLC is a large advisory firm based in Irvine. It manages $55 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Iri Investment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Iri Investment: assets under management

The assets under management (AUM) of Iri Investment, LLC is $55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.88 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Iri Investment, LLC for their services and products based on a percentage of assets under management. 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.

Based in Irvine

The principal office where Iri Investment, LLC performs its advisory services is located at 8001 Irvine Center Drive, Irvine, CA 92618, which is also the mailing address of the firm. An additional office of the firm is in Medina, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-910-1112 or by fax 949-910-1117. The normal business hours are 8:00 a.m. - 5:00 p.m. pst on Monday - Friday.


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