← Tributary

IDR INVESTMENT MANAGEMENT, LLC

INDEPENDENCE, OH · CRD 286208 · IAPD ↗ · idrinvestments.com · (216) 264-8185

$10.19BRegulatory AUM
13Advisory reps
15Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — IDR INVESTMENT MANAGEMENT, LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — IDR INVESTMENT MANAGEMENT, LLC reported RAUM up 69% ($5.05B -> $8.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.