A complete list of active advisors currently associated with Irus Advisory Corporation
Warmer can help you find a great advisor at Irus Advisory Corporation or one who fits your needs even better.
The firm provides advisory services primarily by referring institutional and retirement-plan clients to third‑party money managers and by delivering pension consulting, financial planning, and special engagements such as ERISA compliance and corporate transaction support. It serves pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate clients, and also provides non‑securities advice on topics like tax and insurance as part of its planning work. Rather than directly managing client assets, the firm assists in selecting allocation models, completing outside manager investor questionnaires, interacting with and monitoring those outside managers, and receiving a share of the advisors’ management fees. Its investment analysis emphasizes fundamental research, and recommendations it helps implement through outside managers can include long‑term and short‑term purchases, trading and options strategies. The firm’s structure and affiliations are notable: its principal is a registered representative of a broker‑dealer and is licensed to sell life and health insurance and is associated with a real estate brokerage, and the firm discloses receipt of insurance commissions and compensation tied to 401(k) and other qualified plan relationships. It also documents formal relationships with named outside managers (e.g., Asset Mark, Benefit Plan Advisors, Centurion Counsel, City of Rochdale, Clark Capital), offers modular pension consulting engagements, and charges hourly and project fees for planning and special engagements — features that are less common among peers in its category.
To learn more about the advisors currently working at Irus Advisory Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Levittown, PA
| 51
|
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