IDR INVESTMENT MANAGEMENT, LLC is a Independence, Ohio based financial advisory firm with nearly $5,054,401,612 in assets under management and provides investment advisory services for 6 clients. There are currently 14 financial advisors at the firm.
General Information |
| Firm CRD#: | 286208 | |
| SEC#: | 801-108809 | |
| Assets under Management: | $5,054,401,612 | |
| No. of Clients: | 6 | |
| No. of Advisors: | 14 | |
| Advisory Services Provided: | Portfolio management for investment companies, Portfolio management for pooled investment vehicles | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| NATIONWIDE INVESTMENT ADVISORS, LLC | 142373 | 801-52664 | 273511 | 429 | $14,333,000,000 |
| FIFTH THIRD SECURITIES, INC. | 628 | 801-63623 | 40143 | 1228 | $7,982,892,401 |
| STRATOS WEALTH PARTNERS, LTD | 153184 | 801-71457 | 37396 | 562 | $12,533,266,805 |
| HUNTINGTON FINANCIAL ADVISORS | 16986 | 801-58015 | 32956 | 483 | $5,196,750,113 |
| VALMARK ADVISERS, INC. | 108050 | 801-55564 | 17262 | 260 | $7,029,587,820 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 801-112635 | 5859 | 77 | $8,441,109,220 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 801-108996 | 2257 | 94 | $8,859,446,751 |
| REDTREE INVESTMENT GROUP | 171615 | 801-79797 | 514 | 9 | $8,690,883,404 |
| HIGHLAND CONSULTING ASSOCIATES INC. | 109834 | 801-46040 | 425 | 31 | $17,835,470,311 |
| GATEWAY INVESTMENT ADVISERS, LLC | 146681 | 801-68972 | 39 | 21 | $8,827,745,567 |
| ORG PORTFOLIO MANAGEMENT LLC | 130198 | 801-62718 | 23 | 22 | $5,838,163,109 |
| PEPPERTREE CAPITAL MANAGEMENT INC. | 163215 | 801-80031 | 22 | 33 | $6,500,844,610 |
| NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | 801-67833 | 14 | 203 | $13,593,232,338 |
| IDR INVESTMENT MANAGEMENT, LLC | 286208 | 801-108809 | 6 | 14 | $5,054,401,612 |
| CONSTELLATION INVESTMENTS, INC. | 107528 | 801-51396 | 2 | 21 | $11,745,374,185 |