RIA Intel›Advisers›Oregon›EMPLOYEE & INSTITUTION SECURITIES RESEARCH CORPORATION

EMPLOYEE & INSTITUTION SECURITIES RESEARCH CORPORATION

Advisory

Data as of Apr 20, 2026 · Source: SEC Form ADV

Average account

$342K

across 15 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

GERRITZ WEALTH MANAGEMENT, INC.

$5M

PENFIELD INVESTMENTS LLC

$5M

MP TOWNSEND INC.

PORTLAND, OR

$5M

MONEY BLOSSOMS, LLC

$5M

STEVE PEARSON CAPITAL MANAGEMENT LLC

$6M

SUNSET STRATEGIC FINANCIAL ADVISORS, LLC

$6M

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