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ADVISORY RESEARCH INC
ADVISORY RESEARCH INC
CHICAGO, Illinois
·
6 registered advisors
·
CRD# 108254
SEC# 801-14172
0
312-565-1414
01
Firm Overview
AUM
$642M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ADVISORY RESEARCH INC
6 registered advisors
Bruce Michael Zessar
CHICAGO, Illinois
CRD# 4843114
Christopher Dyson Crawshaw
CHICAGO, Illinois
CFA
CRD# 2951553
James Joseph Cunnane
CHICAGO, Illinois
CRD# 2507716
Laura Marie Moret
CHICAGO, Illinois
CRD# 1988526
Matthew Kent Swaim
CHICAGO, Illinois
CRD# 6897938
Thomas Gregory Smith
CHICAGO, Illinois
CRD# 3132673
05
Office Locations
CHICAGO, Illinois
6 advisors
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Data sourced from SEC Form ADV filings. ADVISORY RESEARCH INC (CRD# 108254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.