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Advisory Research Inc.

Headquartered in CHICAGO, IL

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Firm Information

Advisory Research Inc. is an investment advisor headquartered in CHICAGO, IL. The firm provides portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. They manage approximately $641,611,380 in assets for 284 clients. Advisory Research Inc. is a registered investment advisor with the SEC. They offer a wrap fee program.

Advisory Research Inc.

180 N STETSON AVENUE

CHICAGO, IL 60601

$641.61M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

ADVISORY RESEARCH INC. has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Advisory Research Inc.

View All 5 Advisors
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Christopher Dyson Crawshaw

CFA®, RA

CHICAGO, IL

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Michael James Valentinas

RA

CHICAGO, IL

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Christopher Robert Harvey

CFA®, RA

CHICAGO, IL

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Bruce Michael Zessar

CFA®, RA

CHICAGO, IL

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Matthew Kent Swaim

CFA®, RA

CHICAGO, IL

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Adam D Steffanus

CFA®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Advisory Research Inc..

Frequently Asked Questions (6)

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