Investment Research ADVI

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

619

Total plan assets

$51.6M

Filings (rows)

Direct comp

$39K

Indirect comp

Showing only "INVESTMENT RESEARCH ADVI"

View all 15 variants aggregated →

INVESTMENT RESEARCH & ADVISORY13 INVESTMENT RESEARCH & ADVISORY GROU11 INVESTMENT RESEARCH & AD10 INVESTMENT RESEARCH & ADV GROUP7 INVESTMENT RESEARCH & ADVISORY GRO6 INVESTMENT RESEARCH5 INVESTMENT RESEARCH & ADVISORY GRP

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Phoenix Air Group, Inc. Phoenix Air Group, Inc. 401(k) Plan · all filings	CARTERSVILLE, GA	Advisor / Consultant	296	$31.9M	$20K	$0
Phoenix Air Group, Inc. Phoenix Air Group, Inc. 401(k) Plan · all filings	CARTERSVILLE, GA	Advisor / Consultant	323	$19.7M	$19K	$0