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Roger Farnham Rankin

IDR INVESTMENT MANAGEMENT, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
3 SUMMIT PARK DRIVE, INDEPENDENCE, OH 44131CRD# 5780489Firm CRD# 286208
01

About

Roger Farnham Rankin 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# 5780489
Firm CRD# 286208
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Farnham Rankin offer?
Roger Farnham Rankin specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Roger Farnham Rankin's credentials?
Roger Farnham Rankin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Farnham Rankin located?
Roger Farnham Rankin 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 Roger Farnham Rankin charge for services?
Roger Farnham Rankin'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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