Investment Resource Group Ltd is an adviser based in Timonium. It manages $46.48 million of regulatory assets for 281 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.
Investment Resource Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Resource Group Ltd is $46.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investment Resource Group Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Investment Resource Group Ltd performs its advisory services is located at 9690 Deereco Road, Timonium, MD 21093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-561-9690 or by fax 410-560-9999. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.irgltd.net.