FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC

CORALVILLE, Iowa·3 registered advisors·CRD# 115416
SEC# 801-61949319-339-0314
01

Firm Overview

AUM
$66M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC

3 registered advisors
James Harold Eick
CORALVILLE, Iowa
John Michael Ceurvorst
CORALVILLE, Iowa
Tamara Sue Ceurvorst
CORALVILLE, Iowa
05

Office Locations

CORALVILLE, Iowa
3 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC (CRD# 115416) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.