AdvisorOS Directory
Claim Profile
Unclaimed Profile
PB

Patricia Ann Blum

INVESTMENT RESEARCH CORP·DENVER, Colorado
SIE, Series 6, Series 26, Series 63, Series 99TOClean recordINVESTMENT RESEARCH CORP
1636 LOGAN STREET, DENVER, CO 80203CRD# 4467584Firm CRD# 108208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Ann Blum · DENVER, CO
Registration
CRD #4467584 · INVESTMENT RESEARCH CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INVESTMENT RESEARCH CORP
CRD 108208 · SEC 801-8599
AUM
$52M
Regulatory assets under management
Employees
17
150 client accounts
Services offered by INVESTMENT RESEARCH CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at INVESTMENT RESEARCH CORP →
Introduction

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Patricia Ann Blum offer?
Patricia Ann Blum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Patricia Ann Blum's credentials?
Patricia Ann Blum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Blum located?
Patricia Ann Blum is based in DENVER, Colorado, working with INVESTMENT RESEARCH CORP. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Patricia Ann Blum charge for services?
Patricia Ann Blum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT RESEARCH CORP?
INVESTMENT RESEARCH CORP has approximately 17 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at INVESTMENT RESEARCH CORP

Michael Lawrence Gaughan
DENVER, CO
Robert David Brody
DENVER, CO

More Advisors in DENVER, Colorado

Stephen Todd Erwin
WALKER & DUNLOP INVESTMENT PARTNERS, INC.·DENVER, CO
David Earl Ramsay
EVERWEST ADVISORS LLC·DENVER, CO
David Michael Giocomo
INVESTMENT SECURITY GROUP, INC.·DENVER, CO
Sean William Mcginnis
ELK CREEK PARTNERS, LLC·DENVER, CO
Travis M Huck
ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, CO
Phil L Jacobson
SYNERGY FINANCIAL PARTNERS, LLC·DENVER, CO
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)FORT COLLINS (32)MONUMENT (25)LAKEWOOD (21)LONE TREE (20)
City Guides
GREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile