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Gary Albert Zdolshek

IDR INVESTMENT MANAGEMENT, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
3 SUMMIT PARK DRIVE, INDEPENDENCE, OH 44131CRD# 1252291Firm CRD# 286208
01

About

Gary Albert Zdolshek 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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
IDR INVESTMENT MANAGEMENT, LLC
IDR INVESTMENT MANAGEMENT, LLC
AUM
$5.1B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at IDR INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1252291
Firm CRD# 286208
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Albert Zdolshek offer?
Gary Albert Zdolshek specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Gary Albert Zdolshek's credentials?
Gary Albert Zdolshek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Albert Zdolshek located?
Gary Albert Zdolshek 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 Gary Albert Zdolshek charge for services?
Gary Albert Zdolshek'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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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