E
Economic Research and Insurance Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Economic Research and Insurance Solutions, LLC primarily advises pooled investment vehicles and institutional clients, providing portfolio management and related advisory services rather than serving individual retail accounts. Its Form ADV notes that the firm uses a percentage-of-assets-under-management fee model, a common billing approach for investment managers.
The firm’s ADV enumerates conventional analysis methods and investment strategies commonly used in institutional mandates — for example, fundamental and technical analysis and a mix of long- and short-term trading approaches — and lists standard information sources such as financial publications, research prepared by others, and regulatory filings. Those disclosures suggest the firm implements mandates for pooled vehicles using typical equity, fixed-income and pooled-vehicle instruments and industry research.
A distinctive aspect of the brochure is that the firm’s filings identify other financial industry activities and related persons that include a law firm and an insurance company/agency, affiliations that are uncommon among firms in this category. The ADV indicates these related-party activities exist and directs readers to Schedule F for descriptions of the relationships and any procedures or disclosures used to address potential conflicts.
Client services
Financial planning
Main office location
Economic Research and Insurance Solutions, LLC
Chula Vista CA, United States
Number of offices
1
Most active in
Economic Research and Insurance Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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