Inr Advisory Services, LLC (Media)

Name: Inr Advisory Services, LLC
Address: 115 W. State Street, Media, PA, 19063
Telephone: 610-891-1677

Inr Advisory Services, LLC is a large advisory firm based in Media. It manages $1.04 billion of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, Florida, New Jersey, Pennsylvania, and Texas.

Inr Advisory Services provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Inr Advisory Services: assets under management

The assets under management (AUM) of Inr Advisory Services, LLC is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20757% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each.

Investments

The firm invests in exchange traded securities the most. They account for 75% of the total AUM. The second-largest asset type is investment and business development companies, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Inr Advisory Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Inr Advisory Services serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Inr Advisory Services is state or municipal government entities with 182 clients and $784.16 million of assets under management. Among the 11 most similar advisory firms, Inr Advisory Services has the 2nd highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $1.04 billion for 950 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Inr Advisory Services doesn't advise any private funds.

Careers at Inr Advisory Services, LLC

The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Henry Killion	Member	1 Aug 2005	25% - 50%	2421336
Thomas Edmund Babcock	Member	1 Aug 2005	25% - 50%	4908121
Michael Bernard Glackin	Member; chief compliance officer	1 Aug 2005	25% - 50%	2341347
Jeffrey Michael Hugo	Member	1 Apr 2007	Other	1525710

Based in Media

The principal office where Inr Advisory Services, LLC performs its advisory services is located at 115 W. State Street, Media, PA 19063, 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 610-891-1677 or by fax 610-891-1679. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at i-n-r.com.