Unclaimed Profile

Brian Thomas

IDR INVESTMENT MANAGEMENT, LLC·INDEPENDENCE, Ohio

Clean recordIDR INVESTMENT MANAGEMENT, LLC

3 SUMMIT PARK DRIVE, INDEPENDENCE, OH 44131CRD# 7893500Firm CRD# 286208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Thomas · INDEPENDENCE, OH

Registration

CRD #7893500 · IDR INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Thomas is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with IDR INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

IDR INVESTMENT MANAGEMENT, LLC

AUM

$5.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at IDR INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7893500

Firm CRD# 286208

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Thomas offer?

Brian Thomas specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Brian Thomas's credentials?

Brian Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Thomas located?

Brian Thomas is based in INDEPENDENCE, Ohio, working with IDR INVESTMENT MANAGEMENT, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Brian Thomas charge for services?

Brian Thomas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IDR INVESTMENT MANAGEMENT, LLC?

IDR INVESTMENT MANAGEMENT, LLC has approximately 14 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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