# Investor Resources Inc

> Investor Resources Inc is a state-registered investment advisory firm in Bothell, WA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 110766
- Filed as: INVESTOR RESOURCES INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bothell, WA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110766
- AdvisorCensus page: https://advisorcensus.com/firm/investor-resources-inc-bothell-wa-110766

## Quick answers

**How is Investor Resources Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Investor Resources Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Investor Resources Inc located?**
Investor Resources Inc's principal office is in Bothell, WA, according to its Form ADV.

**Is Investor Resources Inc registered with the SEC or a state?**
Investor Resources Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110766.

**How much does Investor Resources Inc manage?**
Investor Resources Inc reports $43,122,010 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**What types of clients does Investor Resources Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (14).

**Does Investor Resources Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110766

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $43,122,010
- Discretionary: $43,122,010
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $13,914,440 |
| High net worth individuals | 14 | $12,522,547 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $16,685,023 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investorresourcesinc.com
- Facebook facebook.com
- YouTube @iriradio

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investor Resources Inc (CRD 110766): Form ADV filing data as of October 2026.