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Byron Kum wah Leong

Investment Research Corp.

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About Byron Kum wah Leong

Byron Kum wah Leong is an investment advisor representative with Investment Research Corp. Byron has been in the securities industry since 1993. Byron is registered with the state of Hawaii as an investment advisor representative. Byron has a wide range of experience in the industry and is a valuable asset to Investment Research Corp.

Firm Information

Byron Leong is currently registered with Investment Research Corp.. Investment Research Corp. is an investment advisor registered with the SEC and located in Denver, CO. The firm manages approximately $52.02 million in assets for individuals, investment companies, pension and profit-sharing plans, and other clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Investment Research Corp.

1636 LOGAN STREET

DENVER, CO 80203

$52.02M

Assets Under Management

150

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Byron Leong’s Registration & Firm History

HI

02/03/2015 - Present

Investment Research Corp. (Honolulu HI)

HI

01/02/2009 - 12/31/2014

LINCOLN INVESTMENT (HONOLULU HI)

HI

02/15/2005 - 12/31/2008

GREAT AMERICAN ADVISORS, INC. (HONOLULU HI)

IL

08/01/2000 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

IL

02/06/1995 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

CO

05/07/1993 - 02/14/1995

AMERICAN GROWTH FUND SPONSORS, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 04/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Byron Kum wah Leong.
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