Firms by city
Registered investment advisers in Independence, OH
One SEC-registered adviser headquartered in Independence, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Idr Investment ManagementCRD 286208 | Independence, OH | $10.19B | 13 | 9 |
Idr Investment ManagementCRD 286208$10.19B
- Headquarters
- Independence, OH
- Advisory staff
- 13
- Clients
- 9
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Independence on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Ohio.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.